Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANNA LISA LUNA CONSTRUCTION, INC.
EIN 26-2534918constructionLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
18
P.O. BOX 1410 - OAK VIEW, CA 93022805-646-4141lunaconstruction.netLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ANNA LISA LUNA CONSTRUCTION, INC. CASH BALANCE PLAN
CashBalance
Assets$713K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ANNA LISA LUNA CONSTRUCTION, INC. 401(K) PLAN
401k
Assets$408K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ANNA LISA LUNA CONSTRUCTION, INC. CASH BALANCE PLAN | CashBalance | $713K | 8 | 2025 | |
| 001 | ANNA LISA LUNA CONSTRUCTION, INC. 401(K) PLAN | 401k | $408K | 10 | 2025 |
Retirement plans