Original filing (PDF)20251014141242NAL0001521459001

LUTY, LLC

Name: LUTY, LLC — LUTY, LLC CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: LUTY, LLC

Form 5500-SF

FILING_RECEIVED

LUTY, LLC CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$713K

Net assets (EOY)

$713K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUTY, LLC.

Plan sponsor

Name

LUTY, LLC

EIN

83-3102654

Address

1756 RIDGEMONT CIRCLE · DE PERE, WI · 541153466

Phone

—

Industry

Arts, Entertainment, Recreationsee 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

2025-10-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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