Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $1.3M assets / 83 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LUNA VISTA HOME HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $674K | 43 | 2025 |
| #002 | LUNA VISTA HOME HEALTH CARE, LLC CASH BALANCE PLAN | Cash balance | $577K | 40 | 2025 |