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Sponsor portfolio

LUKE GILLIGAN INC

EIN 27-3070979-Construction-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
6
1819 BAKER STREET - SAN FRANCISCO, CA 94115415-350-5574
Plans on this EIN
2 filings
#002CashBalance-$1.2M - 3 part#001401k-$331K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • CASH BALANCE PLAN (#002)78%
  • PROFIT SHARING PLAN (#001)22%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • PROFIT SHARING PLAN (#001)3
Total 6Click 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

LUKE GILLIGAN INC CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

LUKE GILLIGAN INC 401(K) PROFIT SHARING PLAN

401k

Assets$331K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LUKE GILLIGAN INC CASH BALANCE PLANCashBalance$1.2M32024
001LUKE GILLIGAN INC 401(K) PROFIT SHARING PLAN401k$331K32024
Retirement plans
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