How big is Lucerna, LLC's plan?

Lucerna, LLC's plan reported $257K in assets and 2 participants for 2024.

Original filing (PDF)20250513114235NAL0013328083001

Lucerna, LLC

Name: Lucerna, LLC — Lucerna, LLC 401(k) PSP, Form 5500 (2024)
Creator: Lucerna, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucerna, LLC 401(k) PSP

401(k) retirement plan · Lucerna, LLC's Lucerna, LLC 401(k) PSP held $257K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

People on this filing

David Rietsema signed Lucerna, LLC's 2024 Form 5500 as plan administrator.

David Rietsema — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lucerna, LLC's EIN is 45-5530393.

EIN 45-5530393

Plan number 001

Plan year 2024

ACK ID 20250513114235NAL0013328083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lucerna, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lucerna, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUCERNA, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

LUCERNA, LLC

EIN

all filings

Address

11954 NARCOOSEE ROAD · ORLANDO, FL · 32832

Phone

(407) 416-0791

Industry

Professional & Technical Services

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

2025-05-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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