How big is Grandma LUCY'S' plan?

Grandma LUCY'S' plan reported $127K in assets and 10 participants for 2022.

Original filing (PDF)20231016220148NAL0052424960001

Grandma LUCY'S

Name: Grandma LUCY'S — Grandma LUCY'S 401(k) P/S Plan, Form 5500 (2022)
Creator: Grandma LUCY'S
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grandma LUCY'S 401(k) P/S Plan

401(k) retirement plan · Grandma LUCY'S' Grandma LUCY'S 401(k) P/S Plan held $127K in plan assets for 10 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$127K

Net assets (EOY)

$127K

People on this filing

Eric Shook signed Grandma LUCY'S' 2022 Form 5500 as plan administrator.

Eric Shook — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Grandma LUCY'S' EIN is 03-0494617.

EIN 03-0494617

Plan number 001

Plan year 2022

ACK ID 20231016220148NAL0052424960001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Grandma LUCY'S from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Grandma LUCY'S' plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRANDMA LUCY'S.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score