Civic Intelligence

LONGFELLOW INVESTMENT MANAGEMENT CO., LLC

Plan context: LONGFELLOW INVESTMENT MANAGEMENT CO., LLC 401(K) PLAN

EIN 04-2933956 • Boston, MA • 14 filings • 2 plans

125 High Street, Suite 832Boston, MA 02110
Current Snapshot

Latest Year

2025

2025 Participants

59

2025 Assets

$16,352,990

2025 Contributions

$2,317,053

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$16,352,990$8,176,495$0201820222025YearValue
$16,352,990Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

64320201820222025YearValue
59Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025159$16,352,990$2,317,053$39,272iApproximate average salary by contribution assumption: employee only about $981,802 at 4% or $654,535 at 6%; with 50% employer match about $654,535 at 4% or $436,356 at 6%; with 100% employer match about $490,901 at 4% or $327,267 at 6%.
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC 401(K) PLAN-59$16,352,990$2,317,053$39,272iApproximate average salary by contribution assumption: employee only about $981,802 at 4% or $654,535 at 6%; with 50% employer match about $654,535 at 4% or $436,356 at 6%; with 100% employer match about $490,901 at 4% or $327,267 at 6%.
2024163$12,779,944$2,496,994$39,635iApproximate average salary by contribution assumption: employee only about $990,871 at 4% or $660,580 at 6%; with 50% employer match about $660,580 at 4% or $440,387 at 6%; with 100% employer match about $495,435 at 4% or $330,290 at 6%.
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC 401(K) PLAN-63$12,779,944$2,496,994$39,635iApproximate average salary by contribution assumption: employee only about $990,871 at 4% or $660,580 at 6%; with 50% employer match about $660,580 at 4% or $440,387 at 6%; with 100% employer match about $495,435 at 4% or $330,290 at 6%.
2023264$9,276,522$4,114,469$64,289iApproximate average salary by contribution assumption: employee only about $1,607,214 at 4% or $1,071,476 at 6%; with 50% employer match about $1,071,476 at 4% or $714,318 at 6%; with 100% employer match about $803,607 at 4% or $535,738 at 6%.
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC 401(K) PLAN-64$9,276,522$3,865,223$60,394iApproximate average salary by contribution assumption: employee only about $1,509,853 at 4% or $1,006,568 at 6%; with 50% employer match about $1,006,568 at 4% or $671,046 at 6%; with 100% employer match about $754,926 at 4% or $503,284 at 6%.
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC CASH BALANCE PLAN-0$0$249,246-
2022260$7,730,503$2,059,182$34,320iApproximate average salary by contribution assumption: employee only about $857,992 at 4% or $571,995 at 6%; with 50% employer match about $571,995 at 4% or $381,330 at 6%; with 100% employer match about $428,996 at 4% or $285,998 at 6%.
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC 401(K) PLAN-55$4,930,797$1,509,182$27,440iApproximate average salary by contribution assumption: employee only about $685,992 at 4% or $457,328 at 6%; with 50% employer match about $457,328 at 4% or $304,885 at 6%; with 100% employer match about $342,996 at 4% or $228,664 at 6%.
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC CASH BALANCE PLAN-60$2,799,706$550,000$9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%.
2021247$7,417,585$2,005,135$42,662iApproximate average salary by contribution assumption: employee only about $1,066,561 at 4% or $711,041 at 6%; with 50% employer match about $711,041 at 4% or $474,027 at 6%; with 100% employer match about $533,281 at 4% or $355,520 at 6%.
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC 401(K) PLAN-47$4,999,181$1,430,135$30,428iApproximate average salary by contribution assumption: employee only about $760,710 at 4% or $507,140 at 6%; with 50% employer match about $507,140 at 4% or $338,093 at 6%; with 100% employer match about $380,355 at 4% or $253,570 at 6%.
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC CASH BALANCE PLAN-45$2,418,404$575,000$12,778iApproximate average salary by contribution assumption: employee only about $319,444 at 4% or $212,963 at 6%; with 50% employer match about $212,963 at 4% or $141,975 at 6%; with 100% employer match about $159,722 at 4% or $106,481 at 6%.
2020239$4,915,460$1,727,790$44,302iApproximate average salary by contribution assumption: employee only about $1,107,558 at 4% or $738,372 at 6%; with 50% employer match about $738,372 at 4% or $492,248 at 6%; with 100% employer match about $553,779 at 4% or $369,186 at 6%.
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC 401(K) PLAN-37$3,132,615$1,214,790$32,832iApproximate average salary by contribution assumption: employee only about $820,804 at 4% or $547,203 at 6%; with 50% employer match about $547,203 at 4% or $364,802 at 6%; with 100% employer match about $410,402 at 4% or $273,601 at 6%.
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC CASH BALANCE PLAN-39$1,782,845$513,000$13,154iApproximate average salary by contribution assumption: employee only about $328,846 at 4% or $219,231 at 6%; with 50% employer match about $219,231 at 4% or $146,154 at 6%; with 100% employer match about $164,423 at 4% or $109,615 at 6%.
2019234$2,529,927$1,692,362$49,775iApproximate average salary by contribution assumption: employee only about $1,244,384 at 4% or $829,589 at 6%; with 50% employer match about $829,589 at 4% or $553,059 at 6%; with 100% employer match about $622,192 at 4% or $414,795 at 6%.
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC 401(K) PLAN-34$1,346,633$1,138,381$33,482iApproximate average salary by contribution assumption: employee only about $837,045 at 4% or $558,030 at 6%; with 50% employer match about $558,030 at 4% or $372,020 at 6%; with 100% employer match about $418,522 at 4% or $279,015 at 6%.
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC CASH BALANCE PLAN-34$1,183,294$553,981$16,294iApproximate average salary by contribution assumption: employee only about $407,339 at 4% or $271,559 at 6%; with 50% employer match about $271,559 at 4% or $181,040 at 6%; with 100% employer match about $203,669 at 4% or $135,780 at 6%.
2018229$654,245$654,966$22,585iApproximate average salary by contribution assumption: employee only about $564,626 at 4% or $376,417 at 6%; with 50% employer match about $376,417 at 4% or $250,945 at 6%; with 100% employer match about $282,313 at 4% or $188,209 at 6%.
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC CASH BALANCE PLAN-29$584,934$584,934$20,170iApproximate average salary by contribution assumption: employee only about $504,253 at 4% or $336,169 at 6%; with 50% employer match about $336,169 at 4% or $224,113 at 6%; with 100% employer match about $252,127 at 4% or $168,084 at 6%.
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC 401(K) PLAN-12$69,311$70,032$5,836iApproximate average salary by contribution assumption: employee only about $145,900 at 4% or $97,267 at 6%; with 50% employer match about $97,267 at 4% or $64,844 at 6%; with 100% employer match about $72,950 at 4% or $48,633 at 6%.