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Original filing (PDF)20250318133147NAL0001742211001

LONGUST DISTRIBUTING, LLC

Form 5500
FILING_RECEIVED
LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LONGUST DISTRIBUTING, LLC.
Plan sponsor
Name
LONGUST DISTRIBUTING, LLC
EIN
81-4777536
Address
2432 W. BIRCHWOOD AVENUE · MESA, AZ · 85202
Phone
(480) 820-6244
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-19
Filed
2025-03-18
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
ONEAMERICA RETIREMENT SERVICES, LLC46-5378846NONE$35K
MATRIX TRUST COMPANY75-3182674NONE$0

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
MORLEY STABLE VALUE FUND
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001
Common Collective Trust
$0

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