How big is LUSA Holdings LLC's plan?

LUSA Holdings LLC's plan reported $662K in assets and 203 participants for 2024.

Original filing (PDF)20251013154121NAL0001641201001

LUSA Holdings LLC

Name: LUSA Holdings LLC — LUSA Holdings LLC 401(k) Plan, Form 5500 (2024)
Creator: LUSA Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LUSA Holdings LLC 401(k) Plan

401(k) retirement plan · LUSA Holdings LLC's LUSA Holdings LLC 401(k) Plan held $662K in plan assets for 203 participants in 2024.

Signals · 1

No auditor on file

Active participants

203

Accounts w/ balance

Plan assets (EOY)

$662K

Net assets (EOY)

$662K

People on this filing

Jacqui Stenglin signed LUSA Holdings LLC's 2024 Form 5500 as plan administrator.

Jacqui Stenglin — 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

LUSA Holdings LLC's EIN is 26-0720096.

EIN 26-0720096

Plan number 001

Plan year 2024

ACK ID 20251013154121NAL0001641201001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LUSA Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score