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  1. Companies/
  2. Luty, LLC
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Luty, LLC

EIN 83-3102654-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Health & Benefits
0
Participants
8
1756 RIDGEMONT CIRCLE - DE PERE, WI 541153466920-277-0293
Plans on this EIN
2 filings
#001Cash balance-$815K - 4 part#002401(k)-$466K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$815K
  • LLC PROFIT-SHARING PLAN (#002)$466K
Total $1.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)4
  • LLC PROFIT-SHARING PLAN (#002)4
Total 8Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

LUTY, LLC CASH BALANCE PENSION PLAN AND TRUST

Cash balance

Assets$815K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

LUTY, LLC PROFIT-SHARING PLAN

401(k)

Assets$466K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LUTY, LLC CASH BALANCE PENSION PLAN AND TRUSTCash balance$815K42025
#002LUTY, LLC PROFIT-SHARING PLAN401(k)$466K42025
  • LUTY, LLC CASH BALANCE PENSION PLAN AND TRUST$815K
    #001 · Cash balance · 20254
  • LUTY, LLC PROFIT-SHARING PLAN$466K
    #002 · 401(k) · 20254
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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