Original filing (PDF)20250423133917NAL0005929217001

LAUREL HILL ADVISORY GROUP, LLC

Name: LAUREL HILL ADVISORY GROUP, LLC — LHAG 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: LAUREL HILL ADVISORY GROUP, LLC

Form 5500-SF

FILING_RECEIVED

LHAG 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAUREL HILL ADVISORY GROUP, LLC.

Plan sponsor

Name

LAUREL HILL ADVISORY GROUP, LLC

EIN

26-0600302

Address

2 ROBBINS LANE · SUITE 201 · JERICHO, NY · 11753

Phone

(516) 933-3101

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CENTURY INVESTMENT COMPANY

CENTURY INVESTMENT COMPANY 401(K) RETIREMENT PLAN

$1.9M · 7 participants

SATELLITE INVESTMENT ADVISORS, LLC

SATELLITE INVESTMENT ADVISORS 401(K) PLAN

$1.9M · 5 participants

PACIFIC RIDGE CAPITAL PARTNERS, LLC

PACIFIC RIDGE RETIREMENT PLAN

$1.9M · 9 participants

ANDERSON, FOE, KENT, MADSEN & ASSOCIATES, LLC

PILLAR FINANCIAL GROUP 401(K) PLAN

$1.9M · 24 participants

DONALD L. HAGAN, LLC DBA DAY HAGAN ASSET MANAGEMENT