Original filing (PDF)20250411105056NAL0035873664001

GLENN LUKOS ASSOCIATES, INC., DBA GLA

Name: GLENN LUKOS ASSOCIATES, INC., DBA GLA — GLENN LUKOS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GLENN LUKOS ASSOCIATES, INC., DBA GLA

Form 5500-SF

FILING_RECEIVED

GLENN LUKOS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

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 GLENN LUKOS ASSOCIATES, INC., DBA GLA.

Plan sponsor

Name

GLENN LUKOS ASSOCIATES, INC., DBA GLA

EIN

33-0374249

Address

1940 EAST DEERE AVENUE, SUITE 250 · SANTA ANA, CA · 92705

Phone

(949) 837-0404

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial 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 Other Services (ex. Public Admin) plans

QUALITY LIGHTING SYSTEMS, INC.

QUALITY LIGHTING SYSTEMS, INC. CASH BALANCE PLAN

$7.3M · 24 participants

WHITE MOUNTAIN

WHITE MOUNTAIN 401(K) PLAN

$7.3M · 87 participants

PARK REGENCY REAL ESTATE

PARK REGENCY REAL ESTATE 401(K) PLAN

$7.4M · 18 participants

FORUM PERSONNEL INC.

FORUM PERSONNEL INC 401(K) PROFIT SHARING PLAN & TRUST

$7.3M · 2,155 participants

HYDE SHIPPING CORPORATION

HYDE SHIPPING CORPORATION 401(K) PLAN