How big is The Longo Firm's plan?

The Longo Firm's plan reported $377K in assets and 3 participants for 2025.

Original filing (PDF)20260423093930NAL0002461139001

The Longo Firm

Name: The Longo Firm — The Longo Firm 401(k) Plan, Form 5500 (2025)
Creator: The Longo Firm
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Longo Firm 401(k) Plan

401(k) retirement plan · The Longo Firm's The Longo Firm 401(k) Plan held $377K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$377K

Net assets (EOY)

$377K

People on this filing

Stephen Longo signed The Longo Firm's 2025 Form 5500 as plan administrator.

Stephen Longo — 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

The Longo Firm's EIN is 84-2218551.

EIN 84-2218551

Plan number 001

Plan year 2025

ACK ID 20260423093930NAL0002461139001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Longo Firm from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Longo Firm's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LONGO FIRM.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

THE LONGO FIRM

EIN

all filings

Address

1880 OFFICE CLUB PT., SUITE 1600 · COLORADO SPRINGS, CO · 80920

Phone

(719) 249-1688

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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