Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUNA & ASSOCIATES, LLC
EIN 45-2947583building materialsLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
14
13104 PIEDMONT - MARYLAND HEIGHTS, MO 630434706314-395-9540lunaassoc.comLinkedIn11-50 employeesbuilding materials
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 14 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
LUNA & ASSOCIATES, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$4.6M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LUNA & ASSOCIATES, LLC SAFE HARBOR 401(K) PLAN
401k
Assets$2.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LUNA & ASSOCIATES, LLC DEFINED BENEFIT PLAN | TraditionalDB | $4.6M | 5 | 2024 | |
| 001 | LUNA & ASSOCIATES, LLC SAFE HARBOR 401(K) PLAN | 401k | $2.1M | 9 | 2025 |
Retirement plans