How big is Lugano Financial LLC's plan?

Lugano Financial LLC's plan reported $987K in assets and 3 participants for 2025.

Original filing (PDF)20260415080259NAL0011661683001

Lugano Financial LLC

Name: Lugano Financial LLC — Lugano Financial LLC 401(k), Form 5500 (2025)
Creator: Lugano Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lugano Financial LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Lugano Financial LLC's Lugano Financial LLC 401(k) Profit Sharing Plan & Trust held $987K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$987K

Net assets (EOY)

$987K

People on this filing

Robert DIEZ signed Lugano Financial LLC's 2025 Form 5500 as plan administrator.

Robert DIEZ — 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

Lugano Financial LLC's EIN is 72-1570029.

EIN 72-1570029

Plan number 001

Plan year 2025

ACK ID 20260415080259NAL0011661683001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lugano Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lugano Financial LLC'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 LUGANO FINANCIAL 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