Original filing (PDF)20241120131408NAL0002459923001

Ltd. Financial Services, LP

Name: Ltd. Financial Services, LP — Ltd. Financial, Form 5500 (2023)
Creator: Ltd. Financial Services, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ltd. Financial Services 401(k) Plan

401(k) retirement plan · Ltd. Financial Services, LP's Ltd. Financial Services 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Ltd. Financial Services, LP's EIN is 76-0416819.

EIN 76-0416819

Plan number 001

Plan year 2023

ACK ID 20241120131408NAL0002459923001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ltd. Financial Services, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ltd. Financial Services, LP'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 LTD FINANCIAL SERVICES, LP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score