Original filing (PDF)20250615150322NAL0000359153001

LUTHER P. MILLER, INC.

Name: LUTHER P. MILLER, INC. — LUTHER P. MILLER, INC. PENSION TRUST, Form 5500 (2023)
Creator: LUTHER P. MILLER, INC.

Form 5500-SF

FILING_RECEIVED

LUTHER P. MILLER, INC. PENSION TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUTHER P. MILLER, INC..

Plan sponsor

Name

LUTHER P. MILLER, INC.

EIN

25-1098611

Address

641 S EDGEWOOD AVENUE · SOMERSET, PA · 15501

Phone

(814) 445-6569

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-30

Tax period

2024-08-29

Filed

2025-06-15

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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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