How big is LULA Lake Land Trust's plan?

LULA Lake Land Trust's plan reported $336K in assets and 5 participants for 2025.

Original filing (PDF)20260422133458NAL0001963027001

LULA Lake Land Trust

Name: LULA Lake Land Trust — LULA Lake Land Trust 401(k), Form 5500 (2025)
Creator: LULA Lake Land Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LULA Lake Land Trust 401(k)

401(k) retirement plan · LULA Lake Land Trust's LULA Lake Land Trust 401(k) held $336K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$336K

Net assets (EOY)

$336K

People on this filing

CODY Roney signed LULA Lake Land Trust's 2025 Form 5500 as plan administrator.

CODY Roney — 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

LULA Lake Land Trust's EIN is 62-6283607.

EIN 62-6283607

Plan number 001

Plan year 2025

ACK ID 20260422133458NAL0001963027001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LULA Lake Land Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LULA Lake Land Trust'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 LULA LAKE LAND TRUST.

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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