Original filing (PDF)20251109100457NAL0002828801001

LUNA HOLDINGS LLC DBA WAUNAKEE MILIOS

Name: LUNA HOLDINGS LLC DBA WAUNAKEE MILIOS — MILIO'S OF WAUNAKEE 401(K) PLAN, Form 5500 (2024)
Creator: LUNA HOLDINGS LLC DBA WAUNAKEE MILIOS

Form 5500-SF

FILING_RECEIVED

MILIO'S OF WAUNAKEE 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 35.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUNA HOLDINGS LLC DBA WAUNAKEE MILIOS.

Plan sponsor

Name

LUNA HOLDINGS LLC DBA WAUNAKEE MILIOS

EIN

47-3638927

Address

242 N. CENTURY AVE · WAUNAKEE, WI · 53597

Phone

(608) 850-3543

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-11-01

Tax period

2021-12-31

Filed

2025-11-09

Pension benefit codes

2S · Automatic enrollment

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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