How big is The Livingston Group, LLC's plan?

The Livingston Group, LLC's plan reported $5.4M in assets and 7 participants for 2025.

Original filing (PDF)20260424123105NAL0009428576001

The Livingston Group, LLC

Name: The Livingston Group, LLC — The Livingston Group, Form 5500 (2025)
Creator: The Livingston Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Livingston Group, LLC 401(k) Plan

401(k) retirement plan · The Livingston Group, LLC's The Livingston Group, LLC 401(k) Plan held $5.4M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

J. Allen Martin signed The Livingston Group, LLC's 2025 Form 5500 as plan administrator.

J. Allen Martin — 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 Livingston Group, LLC's EIN is 52-2147956.

EIN 52-2147956

Plan number 004

Plan year 2025

ACK ID 20260424123105NAL0009428576001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Livingston Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Livingston Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LIVINGSTON GROUP, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

THE LIVINGSTON GROUP, LLC

EIN

all filings

Address

425 THIRD STREET SW, SUITE 1250 · WASHINGTON, DC · 20024

Phone

(202) 289-9881

Industry

Professional & Technical Services

Plan administrator