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  2. LUNA VETERINARY SERVICES, LLC
Sponsor portfolio

LUNA VETERINARY SERVICES, LLC

EIN 83-2722851-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$817K assets
Welfare
0
Participants
22
51 OLD FREDONIA ROAD - PRINCETON, KY 42445270-365-9822lunadvm.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$496K - 14 part#002CashBalance-$320K - 8 part

Retirement portfolio analytics

2 plans aggregated / $817K assets / 22 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • SERVICES, LLC 401(K) (#001)61%
  • CASH BALANCE PLAN (#002)39%
Total $817KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, LLC 401(K) (#001)14
  • CASH BALANCE PLAN (#002)8
Total 22Click 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#001

LUNA VETERINARY SERVICES, LLC 401(K) PLAN

401k

Assets$496K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LUNA VETERINARY SERVICES, LLC CASH BALANCE PLAN

CashBalance

Assets$320K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LUNA VETERINARY SERVICES, LLC 401(K) PLAN401k$496K142024
002LUNA VETERINARY SERVICES, LLC CASH BALANCE PLANCashBalance$320K82024
Retirement plans
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