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Original filing (PDF)20251010083211NAL0012138608001
LUIHN VANTEDGE PARTNERS LLC
Form 5500
FILING_RECEIVED
LUIHN VANTEDGE PARTNERS LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
348
Accounts w/ balance
131
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUIHN VANTEDGE PARTNERS LLC.
Plan sponsor
Name
LUIHN VANTEDGE PARTNERS LLC
EIN
83-2686934
Address
9401 INDIAN CREEK PARKWAY, SUITE 80 · OVERLAND PARK, KS · 66210
Phone
(919) 439-0877
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
TOMMY HORST
EIN
81-2035355
City
KNOXVILLE, TN
Phone
(865) 966-1225
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 95-2834236 | — | SERVICE PROVIDER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $3.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$2.0M
31 holdings
Pooled Separate Account
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.9M | 97.0% | |
| MyCompass Index Moderate 2045 Fund R 28,275 # | — | — | — | $442K | 23.1% | |
| MyCompass Index Moderate 2035 Fund R 19,605 # | — | — | — | $280K | 14.6% | |
| MyCompass Index Moderate Retirement Fund R 13,126 # | — | — | — | $161K | 8.4% | |
| MyCompass Index Moderate 2055 Fund R 9,695 # | — | — | — | $157K | 8.2% | |
| MyCompass Index Aggressive 2045 Fund R 7,761 # | — | — | — | $131K | 6.8% | |
| MyCompass Index Aggressive 2055 Fund R 6,776 # | — | — | — | $109K | 5.7% | |
| MyCompass Index Aggressive Retirement Fund R 7,921 # | — | — | — | $103K | 5.4% | |
| MyCompass Index Conservative 2035 Fund R 7,467 # | — | — | — | $95K | 5.0% | |
| MyCompass Index Conservative Retirement Fund 7,876 # | — | — | — | $91K | 4.8% | |
| MyCompass Index Conservative 2055 Fund 4,391 # | — | — | — | $69K | 3.6% | |
| MyCompass Index Aggressive 2065 Fund R 6,082 # | — | — | — | $68K | 3.5% | |
| Voya Fixed Account - # | — | — | — | $54K | 2.8% | |
| 2024 34,632 N 100 - | — | — | — | $35K | 1.8% | |
| Fidelity 500 Index Fund 1,374 # | — | — | — | $31K | 1.6% | |
| MyCompass Index Conservative 2065 Fund 2,226 # | — | — | — | $26K | 1.3% | |
| American Funds American Balanced Fund R6 787 # | — | — | — | $22K | 1.1% | |
| MyCompass Index Conservative 2045 Fund 1,388 # | — | — | — | $20K | 1.0% | |
| MyCompass Index Aggressive 2035 Fund R 763 # | — | — | — | $12K | 0.6% | |
| 2023 11,376 N - | — | — | — | $11K | 0.6% | |
| MyCompass Index Moderate 2065 Fund R 723 # | — | — | — | $8K | 0.4% | |
| Voya Government Money Market Fund A 367 # | — | — | — | $5K | 0.3% | |
| JPMorgan Large Cap Growth Fund R6 61 # | — | — | — | $4K | 0.2% | |
| DFA Real Estate Securities Portfolio Inst 154 # | — | — | — | $4K | 0.2% | |
| Vanguard Total International Stock Index Fund Adm 218 # | — | — | — | $3K | 0.2% | |
| American Funds New Perspective R6 70 # | — | — | — | $3K | 0.1% | |
| Neuberger Berman Mid Cap Growth Fund R6 57 # | — | — | — | $2K | 0.1% | |
| PGIM High Yield Fund R6 156 # | — | — | — | $2K | 0.1% | |
| Vanguard Emerging Markets Stock Index Fund Adm 194 # | — | — | — | $2K | 0.1% | |
| American Funds Capital World Bond R6 221 # | — | — | — | $2K | 0.1% | |
| MFS Mid Cap Value Fund R6 84 # | — | — | — | $2K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Inst 169 # | — | — | — | $2K | <0.1% |