Longleaf Advisory Services

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

5,072

Total plan assets

$805.2M

Filings (rows)

Direct comp

$63K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Other service providers1

Prospecting the plans that use Longleaf Advisory Services?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
HM US Services, LLC The 401(k) Retirement Plan of Heidelberg Materials US · all filings	IRVING, TX	Other service providers	4,871	$798.5M	$9K	$0
Palmetto Propane, Fuels, and Ice, Inc. Palmetto Propane, Fuels, and Ice, Inc. 401(k) Plan · all filings	BATESBURG, SC	Advisor / Consultant	101	$3.7M	$11K	$0
Palmetto Propane, Fuels, and Ice, Inc. Palmetto Propane, Fuels, and Ice, Inc. 401(k) Plan · all filings	BATESBURG, SC	Advisor / Consultant	100	$3.1M	$17K	$0
The SEFA Group, Inc. The SEFA Group, Inc. Profit Sharing Plan · all filings	LEXINGTON, SC	Advisor / Consultant	0	$0	$25K	$0