How big is Lonquist & Co., LLC's plan?

Lonquist & Co., LLC's plan reported $7.6M in assets and 46 participants for 2024.

Original filing (PDF)20250513082453NAL0017887921001

Lonquist & Co., LLC

Name: Lonquist & Co., LLC — Lonquist & Co., LLC 401(k), Form 5500 (2024)
Creator: Lonquist & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lonquist & Co., LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Lonquist & Co., LLC's Lonquist & Co., LLC 401(k) Profit Sharing Plan & Trust held $7.6M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Plan Sponsor signed Lonquist & Co., LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Lonquist & Co., LLC's EIN is 74-3002372.

EIN 74-3002372

Plan number 001

Plan year 2024

ACK ID 20250513082453NAL0017887921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lonquist & Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lonquist & Co., 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 LONQUIST & CO., LLC.

Finding similar companies…

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