How big is Mychael LUU's plan?

Mychael LUU's plan reported $454K in assets and 3 participants for 2024.

Original filing (PDF)20251001214216NAL0021642610001

Mychael LUU

Name: Mychael LUU — Mychael LUU 401(k) Plan, Form 5500 (2024)
Creator: Mychael LUU
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mychael LUU 401(k) Plan

Defined-contribution retirement plan · Mychael LUU's Mychael LUU 401(k) Plan held $454K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$454K

Net assets (EOY)

$454K

People on this filing

Mychael LUU signed Mychael LUU's 2024 Form 5500 as plan administrator.

Mychael LUU — 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

Mychael LUU's EIN is 77-0493818.

EIN 77-0493818

Plan number 001

Plan year 2024

ACK ID 20251001214216NAL0021642610001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mychael LUU's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

MYCHAEL LUU

EIN

all filings

Address

2050 CLARMAR WAY · SAN JOSE, CA · 95128

Phone

(408) 294-7551

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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