How big is The Lloyd Group's plan?

The Lloyd Group's plan reported $3.4M in assets and 11 participants for 2025.

Original filing (PDF)20260424103129NAL0005909473001

The Lloyd Group

Name: The Lloyd Group — The Lloyd Group 401(k) Profit, Form 5500 (2025)
Creator: The Lloyd Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Lloyd Group 401(k) Profit Sharing Plan

401(k) retirement plan · The Lloyd Group's The Lloyd Group 401(k) Profit Sharing Plan held $3.4M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Michelle Lloyd signed The Lloyd Group's 2025 Form 5500 as plan administrator.

Michelle 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 58-2183364.

EIN 58-2183364

Plan number 001

Plan year 2025

ACK ID 20260424103129NAL0005909473001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The Lloyd Group'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 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