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LUCCIA AND ASSOCIATES INC. DBA JOURNEYPOINT 401(k) Plan

What public Form 5500 filings show about the LUCCIA AND ASSOCIATES INC. DBA JOURNEYPOINT 401(k) plan — and how to find and check your own account.

Plan assets
$38K
Participants
5
Plans on file
1

The LUCCIA AND ASSOCIATES INC. DBA JOURNEYPOINT 401(k) on its latest Form 5500

LUCCIA AND ASSOCIATES INC. DBA JOURNEYPOINT (EIN 20-5637665) reports JOURNEYPOINT WEALTH ADVISORS 401(K) PLAN on its most recent Form 5500, with $38K in plan assets across 5 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 LUCCIA AND ASSOCIATES INC. DBA JOURNEYPOINT filing — schedules, fees, and providers.

Who runs the LUCCIA AND ASSOCIATES INC. DBA JOURNEYPOINT 401(k)?

LUCCIA AND ASSOCIATES INC. DBA JOURNEYPOINT’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 LUCCIA AND ASSOCIATES INC. DBA JOURNEYPOINTHR for the recordkeeper’s name and login.

How to check your LUCCIA AND ASSOCIATES INC. DBA JOURNEYPOINT 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask LUCCIA AND ASSOCIATES INC. DBA JOURNEYPOINT HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: LUCCIA AND ASSOCIATES INC. DBA JOURNEYPOINT — all Form 5500 filings (EIN 20-5637665) · South Carolina employer EIN lookup · Form 5500 search
LUCCIA AND ASSOCIATES INC. DBA JOURNEYPOINT 401(k) Plan — Form 5500