· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LUNA, LEVERING & HOLMES — LUNA, LEVERING & HOLMES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015174530NAL0010883122001
LUNA, LEVERING & HOLMES
Form 5500-SF
FILING_RECEIVED
LUNA, LEVERING & HOLMES 401(K) PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
45
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LUNA, LEVERING & HOLMES
.
Find decision makers
Plan sponsor
Name
LUNA, LEVERING & HOLMES
EIN
77-0326301
Address
1615 BUNKER HILL WAY, SUITE 170 · SUITE 170 · SALINAS, CA · 93906
Phone
(831) 444-7901
Industry
Law Offices
· Professional & Technical Services
see all
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
HARWELL LAW GROUP
HARWELL LAW GROUP 401(K) AND PS PLAN
$3.2M · 2 participants
POMEROY, HELLER & LEY LLC
POMEROY, HELLER & LEY 401(K) PROFIT SHARING PLAN
$3.2M · 15 participants
BADDERS LAW FIRM P.C.
BADDERS LAW FIRM P.C. 401(K) PLAN
$3.2M · 22 participants
ABRAMSON, BROWN & DUGAN
ABRAMSON, BROWN & DUGAN CASH BALANCE PLAN
$3.2M · 14 participants
BENJAMIN, GUSSIN & ASSOCIATES, P. C.
BENJAMIN, GUSSIN & ASSOCIATES, P. C. 401K SAVINGS PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.2M · 9 participants
HOLLEY, ALBERTSON & POLK, P.C.
HOLLEY, ALBERTSON & POLK, P.C. EMPLOYEES' SAVINGS & RETIREMENT PLAN
$3.2M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
