Original filing (PDF)20250513082453NAL0017887921001

LONQUIST & CO., LLC

Name: LONQUIST & CO., LLC — LONQUIST & CO., LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LONQUIST & CO., LLC

Form 5500-SF

FILING_RECEIVED

LONQUIST & CO., LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LONQUIST & CO., LLC.

Plan sponsor

Name

LONQUIST & CO., LLC

EIN

74-3002372

Address

12912 HILL COUNTRY BLVD SUITE F-200 · BEE CAVE, TX · 78738

Phone

(512) 600-1760

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-13

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)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

MEYER & ASSOCIATES, INC.

MEYER & ASSOCIATES, INC. 401(K) PLAN

$7.6M · 29 participants

PRUDENT ENGINEERING GROUP

PRUDENT ENGINEERING GROUP, 401(K) PLAN

$7.6M · 92 participants

TRIAD SEMICONDUCTOR, INC.

TRIAD SEMICONDUCTOR, INC. 401(K) PLAN

$7.6M · 50 participants

MKM & ASSOCIATES

M.K.M. & ASSOCIATES PROFIT SHARING PLAN

$7.7M · 42 participants

MECHANICAL ENGINEERING CONSULTING ASSOCIATES, INC.

MECA INC PROFIT SHARING PLAN