How big is Lushin and Associates' plan?

Lushin and Associates' plan reported $769K in assets and 17 participants for 2024.

Original filing (PDF)20250718114706NAL0002435312001

Lushin and Associates

Name: Lushin and Associates — Lushin 401(k) Plan, Form 5500 (2024)
Creator: Lushin and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lushin 401(k) Plan

401(k) retirement plan · Lushin and Associates' Lushin 401(k) Plan held $769K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$769K

Net assets (EOY)

$769K

Plan identifiers

Lushin and Associates' EIN is 35-2034155.

EIN 35-2034155

Plan number 001

Plan year 2024

ACK ID 20250718114706NAL0002435312001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lushin and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lushin and Associates' plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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