How big is LIU Inc.'s plan?

LIU Inc.'s plan reported $410K in assets and 10 participants for 2024.

Original filing (PDF)20250904211608NAL0016622033001

LIU Inc.

Name: LIU Inc. — LIU Inc. Cash Balance Pension Plan, Form 5500 (2024)
Creator: LIU Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LIU Inc. Cash Balance Pension Plan

Defined-benefit pension plan · LIU Inc.'s LIU Inc. Cash Balance Pension Plan held $410K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$410K

Net assets (EOY)

$410K

Plan identifiers

LIU Inc.'s EIN is 20-2285775.

EIN 20-2285775

Plan number 002

Plan year 2024

ACK ID 20250904211608NAL0016622033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LIU Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LIU Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIU INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LIU INC.

EIN

all filings

Address

3555 PLYMOUTH BLVD #218 · PLYMOUTH, MN · 55447

Phone

(612) 432-1476

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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