How big is W.R. Long, Inc.'s plan?

W.R. Long, Inc.'s plan reported $2.7M in assets and 49 participants for 2025.

Original filing (PDF)20260408150605NAL0012864659001

W.R. Long, Inc.

Name: W.R. Long, Inc. — W.R. Long, Inc. 401(k) Plan, Form 5500 (2025)
Creator: W.R. Long, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

W.R. Long, Inc. 401(k) Plan

401(k) retirement plan · W.R. Long, Inc.'s W.R. Long, Inc. 401(k) Plan held $2.7M in plan assets for 49 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

W.R. Long, Inc.'s EIN is 56-1547843.

EIN 56-1547843

Plan number 001

Plan year 2025

ACK ID 20260408150605NAL0012864659001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for W.R. Long, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

W.R. Long, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 W.R. LONG, INC..

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Plan health score

Above-average plan

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