How big is Liuna 261's plan?

Liuna 261's plan reported $4.2M in assets and 23 participants for 2024.

Original filing (PDF)20251012182746NAL0000141571001

Liuna 261

Name: Liuna 261 — Liuna 261 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Liuna 261
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Liuna 261 401(k) Profit Sharing Plan

401(k) retirement plan · Liuna 261's Liuna 261 401(k) Profit Sharing Plan held $4.2M in plan assets for 23 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Tim Clemen signed Liuna 261's 2024 Form 5500 as plan administrator.

Tim Clemen — 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

Liuna 261's EIN is 94-0402185.

EIN 94-0402185

Plan number 001

Plan year 2024

ACK ID 20251012182746NAL0000141571001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Liuna 261 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Liuna 261's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIUNA 261.

Finding similar companies…

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

LIUNA 261

EIN

all filings

Address

3271 - 18TH STREET · SAN FRANCISCO, CA · 94110

Phone

(415) 225-8869

Industry

Other Services (ex. Public Admin)

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

2025-10-12

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

Trustees of the Boilermakers Ohio Valley Region Retiree Welfare Plan

International Brotherhood of Boilermakers Ohio Valley Region Retiree Welfare Plan

$4.2M · 3,035 participants

AFSCME Council 13

Picsu Savings Plan

$4.2M · 51 participants

Uniformed Fire Officers Association

Uniformed Fire Officers Association Staff Plan

$4.3M · 19 participants

Alliance for American Manufactur

Alliance for American Manufacturing 401(k) Plan

$4.3M · 18 participants

Pennsylvania Association of Realtors

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.