How big is LU, Inc.'s plan?

LU, Inc.'s plan reported $2.4M in assets and 44 participants for 2024.

Original filing (PDF)20250924075311NAL0016570994001

LU, Inc.

Name: LU, Inc. — LU, Inc. 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: LU, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LU, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · LU, Inc.'s LU, Inc. 401(k) Profit Sharing Plan held $2.4M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

LU, Inc.'s EIN is 62-1202539.

EIN 62-1202539

Plan number 001

Plan year 2024

ACK ID 20250924075311NAL0016570994001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LU, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LU, INC..

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LU, INC.

EIN

all filings

Address

P.O. BOX 607 · KINGSTON SPRINGS, TN · 37082

Phone

(615) 952-5501

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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