Original filing (PDF)20250903105247NAL0025887024001

COMM ON ECON OPP OF LUZERN

Name: COMM ON ECON OPP OF LUZERN — COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERN TAX SHELTERED ANNUITY PLAN, Form 5500 (2024)
Creator: COMM ON ECON OPP OF LUZERN

Form 5500-SF

FILING_RECEIVED

COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERN TAX SHELTERED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMM ON ECON OPP OF LUZERN.

Plan sponsor

Name

COMM ON ECON OPP OF LUZERN

EIN

23-1653093

Address

PO BOX 1127 · WILKES BARRE, PA · 187031127

Phone

(570) 826-0510

Industry

Other Services (ex. Public Admin)see all

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

2025-09-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

CLARITY CARE, INC.

CLARITY CARE, INC RETIREMENT PLAN

$5.4M · 565 participants

NATIONAL COUNCIL OF UNIVERSITY RESEARCH ADMINISTRATORS

NCURA 403(B) PLAN

$5.4M · 18 participants

AMERICAN BOARD OF OPHTHALMOLOGY

AMERICAN BOARD OF OPHTHALMOLOGY 401(K) PROFIT SHARING PLAN

$5.4M · 11 participants

COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET

$5.4M · 30 participants

PHOENIX HOUSES OF CALIFORNIA INC.

THE PHOENIX HOUSE OF CALIFORNIA 403(B) RETIREMENT PLAN