Original filing (PDF)20250723132302NAL0004522480001

NORTH CASA LUNA INC

Name: NORTH CASA LUNA INC — NORTH CASA LUNA INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: NORTH CASA LUNA INC

Form 5500-SF

FILING_RECEIVED

NORTH CASA LUNA INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH CASA LUNA INC.

Plan sponsor

Name

NORTH CASA LUNA INC

EIN

81-2240580

Address

2033 OREGON AVE · REDWOOD CITY, CA · 940612507

Phone

(650) 576-6443

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

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)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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