Back to filter
Original filing (PDF)20250724132851NAL0011674946001
LUTZ NETWORK & POWER GROUP LLC
Form 5500-SF
FILING_RECEIVED
LUTZ NETWORK & POWER GROUP LLC 401(K) PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
16
Accounts w/ balance
17
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUTZ NETWORK & POWER GROUP LLC.
Plan sponsor
Name
LUTZ NETWORK & POWER GROUP LLC
EIN
27-4221234
Address
4652 SCOTTS VALLEY DRIVE SUITE 202 · SCOTTS VALLEY, CA · 95066
Phone
(831) 621-0076
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 providersRelated plans
Similar-size All Other Professional Services plans
WASATCH PHOTONICS, INC.
WASATCH PHOTONICS, INC. 401(K) PLAN
$2.9M · 54 participants
JPANALYTICS, LLC
JPANALYTICS, LLC 401(K) RETIREMENT PLAN
$2.9M · 2 participants
JT HOOVER CONCRETE INC
JT HOOVER CONCRETE INC 401 K PROFIT SHARING PLAN TRUST
$2.9M · 73 participants
PAUL ZACHER STRUCTURAL ENGINEE
PAUL ZACHER STRUCTURAL ENGINEE 401(K) PROFIT SHARING PLAN & TRUST
$2.9M · 20 participants
LARRY BERNSTEIN HOLDINGS LLC
LARRY BERNSTEIN HOLDINGS LLC CASH BALANCE PLAN
$2.9M · 3 participants
ORTHOPEDIC CENTER FOR SPORTS M
ORTHOPEDIC CENTER FOR SPORTS M 401(K) PROFIT SHARING PLAN & TRUST
$2.9M · 11 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B