How big is Longleaf Strategic Partners, LLC's plan?

Longleaf Strategic Partners, LLC's plan reported $110K in assets and 2 participants for 2024.

Original filing (PDF)20250721093012NAL0001243297001

Longleaf Strategic Partners, LLC

Name: Longleaf Strategic Partners, LLC — Longleaf Strategi, Form 5500 (2024)
Creator: Longleaf Strategic Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Longleaf Strategic Partners, LLC 401-K Plan

401(k) retirement plan · Longleaf Strategic Partners, LLC's Longleaf Strategic Partners, LLC 401-K Plan held $110K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$110K

Net assets (EOY)

$110K

People on this filing

JOSH Ward signed Longleaf Strategic Partners, LLC's 2024 Form 5500 as plan administrator.

JOSH Ward — 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

Longleaf Strategic Partners, LLC's EIN is 84-5169969.

EIN 84-5169969

Plan number 001

Plan year 2024

ACK ID 20250721093012NAL0001243297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Longleaf Strategic Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Longleaf Strategic Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LONGLEAF STRATEGIC PARTNERS, LLC.

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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