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.
Luccia and Associates Inc. DBA Journeypoint (EIN 20-5637665) reports JOURNEYPOINT WEALTH ADVISORS 401(K) PLAN on its most recent Form 5500, with $210K in plan assets across 4 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.
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.
