Department of Labor filing

FINANCIAL LONGEVITY ADVISORY LLC

FINANCIAL LONGEVITY ADVISORY LLC 401K · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jun 27, 2026Verified current terms Not available

Plan summary

What matters most

This plan has an employer contribution that still needs verification and vesting that still needs verification. Reported employer contributions are around the middle of comparable plans.

58Fair plan health
medium confidence
See what drives the plan health score
Employer contributions versus peers44/10030% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness75/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

09 · Employer contribution vs. peers$2,680

Up 0.0% over the filing history shown.

Still to verify: vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 2025There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions44th percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expenseNot enough dataTypical peer $105 · based on 18,019 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. Limitations: administrative_cost_measure_unavailable_or_zero

The short version

What employees should know

For the year ended Dec 31, 2025, FINANCIAL LONGEVITY ADVISORY LLC reported $8,040 in employer contributions across this plan, or $2,680 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating3

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeNot enough history

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparisonSmall plan

A fair peer score is not available yet.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$8,040
$2,680 per active participant
Participant contributions
$16,299
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
33.0%
Active participants
3
Small plan
Total participants
4
4 at the beginning of the year
Ending assets
$266,420
$66,605 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$205,417
Ending net assets
$266,420
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$61,003
Total expenses
$0
Administrative expenses
Not reported
Not reported per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$2,680
Administrative cost per participant
2025
Not reported
Active participants
2025
3
Total plan assets
2025
$266,420
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$2,6803266.4K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
822821141-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Oct 1, 2021
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

10-K · report period Dec 31, 2025Longevity Health Holdings, Inc. — 10-K filed 2026-03-31
Official filing · details not yet checked
What it says about vesting

fe of the option, risk-free interest rates, and expected dividend yields of the Common Stock. For awards subject to service-based vesting conditions, including those with a graded vesting schedule, the Company recognizes stock-based compensation expense equal to the grant date fair value of stock options on a straight-line basis over the requisite service period, generally the vesting term. Forfeitures are recorded as incurred instead of estimated at the time of grant and revised. Net Loss Per Share The Company computes net loss per share in accordance with ASC 260, Earnings per Share. The Company computes basic loss per share by dividing the loss attributable to holders of Common Stock for the period by the weighted average number of shares of Common Stock outstanding during the period. T

What it says about fees

or overlapping business areas at the end of the first quarter of 2024, partially offset by increased costs related to the business acquired in the Elevai Acquisition. General and administrative expenses were $5,911,725 and $3,715,340 for the years ended December 31, 2025 and 2024, respectively. This increase was primarily driven by a higher level of legal and other professional fees and services related to merger and litigation matters. 29 Other Income (Expenses), Net Other income, net, was $238,553 for the year ended December 31, 2025, as compared to other expenses, net, of $5,749,245 for the corresponding period of 2024. Other expenses, net, for the year ended December 31, 2024 were driven by an unfavorable change in the fair value of the FPA (as defined in Note 2 to the accompanying co

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260627090639NAL0010279505001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗