What public Form 5500 filings show about the Joseph P. Lucia & Associates LLC 401(k) plan — and how to find and check your own account.
Joseph P. Lucia & Associates LLC (EIN 26-2909413) reports JOSEPH P. LUCIA & ASSOCIATES LLC 401K on its most recent Form 5500, with $3.8M in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Joseph P. Lucia & Associates LLC filing — schedules, fees, and providers.
Joseph P. Lucia & Associates LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Joseph P. Lucia & Associates LLCHR for the recordkeeper’s name and login.
