Original filing (PDF)20230801124919NAL0035766210001

THE LONG & FOSTER COMPANIES, INC.

Name: THE LONG & FOSTER COMPANIES, INC. — LONG & FOSTER EMPLOYEES' PROFIT SHARING AND 401(K) PLAN, Form 5500 (2022)
Creator: THE LONG & FOSTER COMPANIES, INC.

Form 5500

FILING_RECEIVED

LONG & FOSTER EMPLOYEES' PROFIT SHARING AND 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LONG & FOSTER COMPANIES, INC..

Plan sponsor

Name

THE LONG & FOSTER COMPANIES, INC.

EIN

54-1081379

Address

3975 FAIR RIDGE DR · SUITE 300 S · FAIRFAX, VA · 22033

Phone

(703) 653-8500

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$125K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$76K	—
CAPFINANCIAL PARTNERS, LLC

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.