Original filing (PDF)20230727130652NAL0023699618001

LONGFORD & COMPANY, INC

Name: LONGFORD & COMPANY, INC — LONGFORD 401K PLAN, Form 5500 (2022)
Creator: LONGFORD & COMPANY, INC

Form 5500-SF

FILING_RECEIVED

LONGFORD 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$923K

Net assets (EOY)

$923K

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 LONGFORD & COMPANY, INC.

Plan sponsor

Name

LONGFORD & COMPANY, INC

EIN

45-5041347

Address

75 STATE STREET · STE 100 · BOSTON, MA · 02109

Phone

(508) 272-0564

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-27

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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