Original filing (PDF)20250626154600NAL0005042931001

LUNT ASSOCIATES, INC.

Name: LUNT ASSOCIATES, INC. — LUNT ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: LUNT ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

LUNT ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 LUNT ASSOCIATES, INC..

Plan sponsor

Name

LUNT ASSOCIATES, INC.

EIN

31-1572667

Address

7077 BIRCHLEY DRIVE · LIBERTY TOWNSHIP, OH · 45011

Phone

(513) 895-5868

Industry

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

2025-06-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

MANCUSO MARKETING, INC.

MANCUSO MARKETING CASH BALANCE PLAN

$2.9M · 20 participants

TELENET MARKETING SOLUTIONS, LLC

TELENET MARKETING SOLUTIONS 401(K) PLAN

$2.9M · 15 participants

WILLOW RESEARCH, LLC

WILLOW RESEARCH 401(K) PLAN

$2.9M · 3 participants

MORSE COMMUNICATIONS, INC.

MORSE COMMUNICATIONS, INC. 401(K) PLAN

$2.9M · 68 participants

TRAVELPASS GROUP INC.

TRAVELPASS GROUP INC. RETIREMENT PLAN

$2.9M · 75 participants