· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LUND-IORIO, INC. — LUND-IORIO, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260303123348NAL0003184432001
LUND-IORIO, INC.
Form 5500-SF
FILING_RECEIVED
LUND-IORIO, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LUND-IORIO, INC.
.
Find decision makers
Plan sponsor
Name
LUND-IORIO, INC.
EIN
95-2747683
Address
29122 RANCHO VIEJO RD., SUITE 115 · SAN JUAN CAPISTRANO, CA · 92675
Phone
(949) 443-4855
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-03-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
Related plans
Similar-size Wholesale Trade plans
NEW AGE MEDICAL, LLC
NEW AGE MEDICAL, LLC 401(K) PLAN
$4.2M · 29 participants
AMERICAN DATA LINK, INC.
AMERICAN DATA LINK, INC. 401(K) PROFIT SHARING PLAN
$4.2M · 15 participants
ROPER LASER COMPANY, INC.
ROPER LASER COMPANY, INC. 401(K) PROFIT SHARING PLAN
$4.2M · 26 participants
MG SCIENTIFIC, INC.
MG SCIENTIFIC, INC. 401(K) RETIREMENT PLAN
$4.2M · 22 participants
JACKSON WELDING SUPPLY CO., INC.
JACKSON WELDING SUPPLY CO., INC. EMPLOYEES 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.2M · 17 participants
ALPHA MEDICAL EQUIPMENT OF NY, INC.
ALPHA MEDICAL EQUIPMENT OF NY, INC. 401(K) PLAN
$4.1M · 33 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
