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LONG OF CHATTANOOGA — LONG OF CHATTANOOGA 401(K) RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240318131020NAL0005550113001
LONG OF CHATTANOOGA
Form 5500-SF
FILING_RECEIVED
LONG OF CHATTANOOGA 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
65
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LONG OF CHATTANOOGA
.
Find decision makers
Plan sponsor
Name
LONG OF CHATTANOOGA
EIN
62-0613917
Address
6035 INTERNATIONAL DRIVE · CHATTANOOGA, TN · 37421
Phone
(423) 855-5664
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-03-18
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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