How big is Lucerna Fund's plan?

Lucerna Fund's plan reported $3.1M in assets and 5 participants for 2025.

Original filing (PDF)20260204151048NAL0004004497001

Lucerna Fund

Name: Lucerna Fund — Lucerna Fund 403(b) Plan, Form 5500 (2025)
Creator: Lucerna Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucerna Fund 403(b) Plan

403(b) retirement plan · Lucerna Fund's Lucerna Fund 403(b) Plan held $3.1M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Lucerna Fund's EIN is 11-6044099.

EIN 11-6044099

Plan number 001

Plan year 2025

ACK ID 20260204151048NAL0004004497001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lucerna Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lucerna Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Plan sponsor

Name

LUCERNA FUND

EIN

all filings

Address

85 CHANNEL DRIVE · PORT WASHINGTON, NY · 11050

Phone

(516) 883-8280

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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