How big is Luttner Financial Group's plan?

Luttner Financial Group's plan reported $4.3M in assets and 80 participants for 2024.

Original filing (PDF)20251008140836NAL0005668049001

Luttner Financial Group

Name: Luttner Financial Group — Luttner Financial Group, Form 5500 (2024)
Creator: Luttner Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Luttner Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Luttner Financial Group's Luttner Financial Group 401(k) Profit Sharing Plan held $4.3M in plan assets for 80 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Sanford Aderson signed Luttner Financial Group's 2024 Form 5500 as plan administrator.

Sanford Aderson — 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

Luttner Financial Group's EIN is 54-2080910.

EIN 54-2080910

Plan number 001

Plan year 2024

ACK ID 20251008140836NAL0005668049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Luttner Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Luttner Financial Group'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 LUTTNER FINANCIAL GROUP.

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Plan health score

Above-average plan

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

Knocking points off