Original filing (PDF)20250805111954NAL0001181955001

LONG WHARF CAPITAL LLC

Name: LONG WHARF CAPITAL LLC — LONG WHARF CAPITAL LLC RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: LONG WHARF CAPITAL LLC

Form 5500-SF

FILING_RECEIVED

LONG WHARF CAPITAL LLC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$38.2M

Net assets (EOY)

$38.2M

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 LONG WHARF CAPITAL LLC.

Plan sponsor

Name

LONG WHARF CAPITAL LLC

EIN

27-3699952

Address

ONE FEDERAL STREET 26TH FLOOR · BOSTON, MA · 02110

Phone

(617) 250-7272

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

2025-08-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PROSPECT CAPITAL MANAGEMENT, LP

PROSPECT CAPITAL MANAGEMENT, LP PROFIT SHARING PLAN AND TRUST

$38.5M · 129 participants

ROCKBRIDGE CAPITAL, LLC

ROCKBRIDGE CAPITAL LLC 401K PLAN

$35.9M · 114 participants

AMERICAN CONSULTING SERVICES, INC.

AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST

$35.0M · 472 participants

PRETIUM EMPLOYER, LLC

PRETIUM 401(K) PLAN

$34.6M · 201 participants

SYMMETRY ENERGY SOLUTIONS, LLC

SYMMETRY ENERGY SOLUTIONS, LLC 401(K) PLAN