Original filing (PDF)20250929153957NAL0018096690001

LONG & ASSOCIATES, LLC

Name: LONG & ASSOCIATES, LLC — LONG & ASSOCIATES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: LONG & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

LONG & ASSOCIATES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LONG & ASSOCIATES, LLC.

Plan sponsor

Name

LONG & ASSOCIATES, LLC

EIN

48-1273859all filings

Address

5755 N POINT PKWY STE 29 · ALPHARETTA, GA · 30022

Phone

(678) 905-5095

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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