How big is The Lloyd Group's plan?

The Lloyd Group's plan reported $149K in assets and 2 participants for 2024.

Original filing (PDF)20250703102954NAL0000168307001

The Lloyd Group

Name: The Lloyd Group — Kelly Lloyd Real Estate Retirement, Form 5500 (2024)
Creator: The Lloyd Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelly Lloyd Real Estate Retirement Plan

401(k) retirement plan · The Lloyd Group's Kelly Lloyd Real Estate Retirement Plan held $149K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

People on this filing

Kelly S. Lloyd signed The Lloyd Group's 2024 Form 5500 as plan administrator.

Kelly S. Lloyd — 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

The Lloyd Group's EIN is 47-3039887.

EIN 47-3039887

Plan number 003

Plan year 2024

ACK ID 20250703102954NAL0000168307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Lloyd Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Lloyd Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 THE LLOYD GROUP.

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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