How big is Luken Investment Analytics, LLC's plan?

Luken Investment Analytics, LLC's plan reported $613K in assets and 6 participants for 2025.

Original filing (PDF)20260511151407NAL0005420323001

Luken Investment Analytics, LLC

Name: Luken Investment Analytics, LLC — Luken Investment, Form 5500 (2025)
Creator: Luken Investment Analytics, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Luken Investment Analytics, LLC 401(k) Plan

401(k) retirement plan · Luken Investment Analytics, LLC's Luken Investment Analytics, LLC 401(k) Plan held $613K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$613K

Net assets (EOY)

$613K

People on this filing

Kelley Luken signed Luken Investment Analytics, LLC's 2025 Form 5500 as plan administrator.

Kelley Luken — 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

Luken Investment Analytics, LLC's EIN is 46-2876156.

EIN 46-2876156

Plan number 003

Plan year 2025

ACK ID 20260511151407NAL0005420323001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Luken Investment Analytics, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Luken Investment Analytics, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUKEN INVESTMENT ANALYTICS, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

LUKEN INVESTMENT ANALYTICS, LLC

EIN

all filings

Address

136 FRIERSON STREET · BRENTWOOD, TN · 37027

Phone

(615) 207-1244

Industry

Finance & Insurance

Plan administrator