Form 5500 Search

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
4
Active participants
5,072
Total plan assets
$805.2M
Filings (rows)
4
Direct comp
$63K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant3
Other1

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
HM US SERVICES, LLC
THE 401(K) RETIREMENT PLAN OF HEIDELBERG MATERIALS US
IRVING, TX
Other
NONE
4,871$798.5M$9K
PALMETTO PROPANE, FUELS, AND ICE, INC.
PALMETTO PROPANE, FUELS, AND ICE, INC. 401(K) PLAN
BATESBURG, SC
Advisor / Consultant
INVESTMENT ADVISOR
101$3.7M$11K
PALMETTO PROPANE, FUELS, AND ICE, INC.
PALMETTO PROPANE, FUELS, AND ICE, INC. 401(K) PLAN
BATESBURG, SC
Advisor / Consultant
INVESTMENT ADVISOR
100$3.1M$17K
THE SEFA GROUP, INC.
THE SEFA GROUP, INC. PROFIT SHARING PLAN
LEXINGTON, SC
Advisor / Consultant
ADVISOR
0$0$25K