How big is LQV Management LLC's plan?

LQV Management LLC's plan reported $309K in assets and 53 participants for 2024.

Original filing (PDF)20250711072602NAL0016837666001

LQV Management LLC

Name: LQV Management LLC — Form 5500 (2024)
Creator: LQV Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LQV Management LLC

401(k) retirement plan · LQV Management LLC held $309K in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$309K

Net assets (EOY)

$309K

People on this filing

Shirley Horner signed LQV Management LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

LQV Management LLC's EIN is 47-2395547.

EIN 47-2395547

Plan number 001

Plan year 2024

ACK ID 20250711072602NAL0016837666001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LQV Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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