How big is LUNG Rose VOSS & Wagnild's plan?

LUNG Rose VOSS & Wagnild's plan reported $1.5M in assets and 44 participants for 2025.

Original filing (PDF)20260429160200NAL0011139873001

LUNG Rose VOSS & Wagnild

Name: LUNG Rose VOSS & Wagnild — LUNG Rose VOSS & Wagnild, Form 5500 (2025)
Creator: LUNG Rose VOSS & Wagnild
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LUNG Rose VOSS & Wagnild 401(k) Retirement Plan

401(k) retirement plan · LUNG Rose VOSS & Wagnild's LUNG Rose VOSS & Wagnild 401(k) Retirement Plan held $1.5M in plan assets for 44 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Adrian Lavarias signed LUNG Rose VOSS & Wagnild's 2025 Form 5500 as plan administrator.

Adrian Lavarias — 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

LUNG Rose VOSS & Wagnild's EIN is 99-0243681.

EIN 99-0243681

Plan number 006

Plan year 2025

ACK ID 20260429160200NAL0011139873001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LUNG Rose VOSS & Wagnild from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LUNG Rose VOSS & Wagnild's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUNG ROSE VOSS & WAGNILD.

Finding similar companies…

Plan health score

Above-average plan

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