Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $1.3M assets / 8 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.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LUTY, LLC CASH BALANCE PENSION PLAN AND TRUST | Cash balance | $815K | 4 | 2025 |
| #002 | LUTY, LLC PROFIT-SHARING PLAN | 401(k) | $466K | 4 | 2025 |