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Sponsor portfolio

LUNA SERVICES, LLC DBA 360 VALET

EIN 26-4138179-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$385K assets
Welfare
0
Participants
19
503 COLORADO STE 107 - AUSTIN, TX 78701512-216-9495
Plans on this EIN
2 filings
#002TraditionalDB-$294K - 7 part#001ProfitSharing-$92K - 12 part

Retirement portfolio analytics

2 plans aggregated / $385K assets / 19 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • DEFINED BENEFIT PLAN (#002)76%
  • PROFIT SHARING PLAN (#001)24%
Total $385KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • DEFINED BENEFIT PLAN (#002)7
Total 19Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

360 VALET DEFINED BENEFIT PLAN

TraditionalDB

Assets$294K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

360 VALET PROFIT SHARING PLAN

ProfitSharing

Assets$92K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002360 VALET DEFINED BENEFIT PLANTraditionalDB$294K72025
001360 VALET PROFIT SHARING PLANProfitSharing$92K122025
Retirement plans
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