How big is Lloyd & Leo Co.'s plan?

Lloyd & Leo Co.'s plan reported $309K in assets and 15 participants for 2024.

Original filing (PDF)20250821190000NAL0008591570001

Lloyd & Leo Co.

Name: Lloyd & Leo Co. — Lloyd & Leo 401(k) Plan, Form 5500 (2024)
Creator: Lloyd & Leo Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lloyd & Leo 401(k) Plan

401(k) retirement plan · Lloyd & Leo Co.'s Lloyd & Leo 401(k) Plan held $309K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$309K

Net assets (EOY)

$309K

People on this filing

Dan Rigby signed Lloyd & Leo Co.'s 2024 Form 5500 as plan administrator.

Dan Rigby — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lloyd & Leo Co.'s EIN is 26-4298202.

EIN 26-4298202

Plan number 001

Plan year 2024

ACK ID 20250821190000NAL0008591570001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lloyd & Leo Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lloyd & Leo Co.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LLOYD & LEO CO.

EIN

all filings

Address

P.O. BOX 717 · PROVIDENCE, UT · 84332

Phone

(435) 232-2236

Industry

Retail Trade

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

2025-08-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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