How big is Luke Andreae, P.A.'s plan?

Luke Andreae, P.A.'s plan reported $2.1M in assets and 3 participants for 2024.

Original filing (PDF)20250903192109NAL0009252483001

Luke Andreae, P.A.

Name: Luke Andreae, P.A. — Luke A. Andreae 401(k) Profit, Form 5500 (2024)
Creator: Luke Andreae, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Luke A. Andreae 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Luke Andreae, P.A.'s Luke A. Andreae 401(k) Profit Sharing Plan and Trust held $2.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Kerry D. Andreae signed Luke Andreae, P.A.'s 2024 Form 5500 as plan administrator.

Kerry D. Andreae — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Luke Andreae, P.A.'s EIN is 20-2096594.

EIN 20-2096594

Plan number 001

Plan year 2024

ACK ID 20250903192109NAL0009252483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Luke Andreae, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Luke Andreae, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

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 (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

LUKE ANDREAE, P.A.

EIN

all filings

Address

2815 TAMIAMI TRAIL · PUNTA GORDA, FL · 33950

Phone

(941) 639-0928

Industry

Real Estate

Plan administrator