How big is Longbow Financial Services, LLC's plan?

Longbow Financial Services, LLC's plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20251002160742NAL0001083056001

Longbow Financial Services, LLC

Name: Longbow Financial Services, LLC — Longbow Financial, Form 5500 (2024)
Creator: Longbow Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Longbow Financial Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Longbow Financial Services, LLC's Longbow Financial Services, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Michael Furrer signed Longbow Financial Services, LLC's 2024 Form 5500 as plan administrator.

Michael Furrer — 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

Longbow Financial Services, LLC's EIN is 27-1882843.

EIN 27-1882843

Plan number 001

Plan year 2024

ACK ID 20251002160742NAL0001083056001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Longbow Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Longbow Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LONGBOW FINANCIAL SERVICES, LLC.

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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