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Form 5500 · Retirement plan · FORT LAUDERDALE, FL

LUKS AND SANTANIELLO, LLC

The filing calls this plan LUKS AND SANTANIELLO, LLC 401(K) PROFIT SHARING PLAN.

LUKS AND SANTANIELLO, LLC of FORT LAUDERDALE, FL files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0010386 · plan 001 · plan year 2024, filed Oct 9, 2025

Participants at the start of the year
304
Contracts on file
1
Contract value
$288,430
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

The contracts held $288,430 at the end of the plan year, as reported on Schedule A.

$1,026 in agent commissions is disclosed across the contracts; AMERIPRISE FINANCIAL SERVICES LLC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC379December$288,430$1,026

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
LUKS AND SANTANIELLO, LLC
EIN 26-0010386

The plan administrator is from line 3a of the main form. We publish company names only.

What the plan holds

Plan assets at year end
$13,700,064
Paid out in benefits
$436,084
Participants at the start of the year
304
Participants with account balances
205

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 33-4144829
COHNREZNICK, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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