· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LUANNS HOMES, INC. — LUANN'S HOMES, INC. DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250926152133NAL0011064848001
LUANNS HOMES, INC.
Form 5500-SF
FILING_RECEIVED
LUANN'S HOMES, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LUANNS HOMES, INC.
.
Find decision makers
Plan sponsor
Name
LUANNS HOMES, INC.
EIN
47-2713932
Address
3125 DWIGHT ROAD, SUITE 400A · ELK GROVE, CA · 95758
Phone
(916) 585-3788
Industry
Real Estate
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
2025-09-26
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
FREDRICKS COMPANY, INC.
FREDRICKS COMPANY, INC. PROFIT SHARING PLAN
$1.2M · 4 participants
SYNERGY REAL ESTATE, LLC
SYNERGY REAL ESTATE, LLC RETIREMENT PLAN
$1.2M · 2 participants
BOBECK REAL ESTATE COMPANY, INC.
BOBECK REAL ESTATE COMPANY, INC. PROFIT SHARING PLAN AND TRUST
$1.2M · 3 participants
WESTMAC COMMERCIAL BROKERAGE COMPANY
WESTMAC COMMERCIAL BROKERAGE COMPANY PROFIT SHARING PLAN
$1.2M · 6 participants
C.M. HALL, INC.
C.M. HALL, INC. DEFINED BENEFIT PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.2M · 1 participants
AMERICAN MARKETING SYSTEMS, INC.
AMERICAN MARKETING SYSTEMS, INC. 401(K) PLAN
$1.2M · 24 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B