How big is LULL Ventures, LLC's plan?

LULL Ventures, LLC's plan reported $1.2M in assets and 11 participants for 2024.

Original filing (PDF)20250722175959NAL0001417027001

LULL Ventures, LLC

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

Form 5500-SF

FILING_RECEIVED

LULL Ventures, LLC 401(k) Plan

401(k) retirement plan · LULL Ventures, LLC's LULL Ventures, LLC 401(k) Plan held $1.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jeannine Serbanich signed LULL Ventures, LLC's 2024 Form 5500 as plan administrator.

Jeannine Serbanich — 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

LULL Ventures, LLC's EIN is 47-4238202.

EIN 47-4238202

Plan number 001

Plan year 2024

ACK ID 20250722175959NAL0001417027001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LULL VENTURES, 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 (95th percentile).

Plan sponsor

Name

LULL VENTURES, LLC

EIN

all filings

Address

3905 STATE STREET · STE. 7-347 · SANTA BARBARA, CA · 93105

Phone

(805) 567-4075

Industry

Retail Trade

Plan administrator