How big is Luann Capital LLC's plan?

Luann Capital LLC's plan reported $1.3M in assets and 66 participants for 2024.

Original filing (PDF)20250630121814NAL0027499186001

Luann Capital LLC

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

Form 5500-SF

FILING_RECEIVED

Luann Capital LLC CG 401(k) Plan

401(k) retirement plan · Luann Capital LLC's Luann Capital LLC CG 401(k) Plan held $1.3M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Nick Rice signed Luann Capital LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Luann Capital LLC's EIN is 27-1231069.

EIN 27-1231069

Plan number 001

Plan year 2024

ACK ID 20250630121814NAL0027499186001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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