What public Form 5500 filings show about the Lucas Orthodontics, Inc. 401(k) plan — and how to find and check your own account.
Lucas Orthodontics, Inc. (EIN 82-4161459) reports LUCAS ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $230K in plan assets across 11 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 Lucas Orthodontics, Inc. filing — schedules, fees, and providers.
Lucas Orthodontics, Inc.’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 Lucas Orthodontics, Inc.HR for the recordkeeper’s name and login.
