Original filing (PDF)20250320120807NAL0006675441001

RICHARD D. LUEDTKE, CFP

Name: RICHARD D. LUEDTKE, CFP — RICHARD LUEDTKE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RICHARD D. LUEDTKE, CFP

Form 5500-SF

FILING_RECEIVED

RICHARD LUEDTKE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$472K

Net assets (EOY)

$472K

Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD D. LUEDTKE, CFP.

Plan sponsor

Name

RICHARD D. LUEDTKE, CFP

EIN

34-1943248all filings

Address

6011 RENAISSANCE PLACE SUITE 1 · TOLEDO, OH · 43623

Phone

(419) 841-5405

Industry

Finance & Insurancesee 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

2025-03-20

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

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

KENNETH DONOVAN

KENNETH DONOVAN 401(K) PROFIT SHARING PLAN & TRUST

$472K · 19 participants

HANCE FINANCIAL, LLC

HANCE FINANCIAL, LLC OWNER PLAN

$472K · 4 participants

LOCKSHIELD HOLDINGS, INC.

LOCKSHIELD HOLDINGS, INC. CASH BALANCE PENSION PLAN

$472K · 5 participants

RPG INVESTMENT ADVISORY LLC

RPG INVESTMENT ADVISORY LLC CASH BALANCE PLAN

$473K · 5 participants

SAGE CAPITAL ADVISORS, LLC

SAGE CAPITAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.