How big is Wayne Long & Co.'s plan?

Wayne Long & Co.'s plan reported $14.5M in assets and 31 participants for 2024.

Original filing (PDF)20250911131649NAL0000257251001

Wayne Long & Co.

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

Form 5500-SF

FILING_RECEIVED

Wayne Long & Co. 401(k) and Profit Sharing Plan

401(k) retirement plan · Wayne Long & Co.'s Wayne Long & Co. 401(k) and Profit Sharing Plan held $14.5M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.5M

Net assets (EOY)

$14.5M

Plan identifiers

Wayne Long & Co.'s EIN is 77-0155213.

EIN 77-0155213

Plan number 001

Plan year 2024

ACK ID 20250911131649NAL0000257251001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wayne Long & Co.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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