How big is Longtide Financial Partners LLC's plan?

Longtide Financial Partners LLC's plan reported $978K in assets and 7 participants for 2024.

Original filing (PDF)20250722103350NAL0006579202001

Longtide Financial Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Longtide Financial Partners 401(k) Plan

401(k) retirement plan · Longtide Financial Partners LLC's Longtide Financial Partners 401(k) Plan held $978K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$978K

Net assets (EOY)

$978K

People on this filing

CHAD Gutner signed Longtide Financial Partners LLC's 2024 Form 5500 as plan administrator.

CHAD Gutner — 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

Longtide Financial Partners LLC's EIN is 46-1630013.

EIN 46-1630013

Plan number 001

Plan year 2024

ACK ID 20250722103350NAL0006579202001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Longtide Financial Partners LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LONGTIDE FINANCIAL PARTNERS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

LONGTIDE FINANCIAL PARTNERS LLC

EIN

all filings

Address

10 FORBES RD, SUITE #440 WEST · BRAINTREE, MA · 02184

Phone

(781) 461-6886

Industry

Finance & Insurance

Plan administrator