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Original filing (PDF)20260323093444NAL0001197425001
L. U. K. CRISIS CENTER, INC.
Form 5500
FILING_RECEIVED
LUK RETIREMENT PLAN
401(k) retirement plan
Signals · 1
61% in single holding
Active participants
166
Accounts w/ balance
204
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
1 pooled trust
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "John Hancock Life Insurance Company JH Multimanager Balanced LS" is 61% of plan.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L. U. K. CRISIS CENTER, INC..
Plan sponsor
Name
L. U. K. CRISIS CENTER, INC.
EIN
04-2483679
Address
545 WESTMINSTER ST. · FITCHBURG, MA · 01420
Phone
(978) 829-2254
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY, GRAY & GRAY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $150 | — |
Investments
13 direct securities · 1 pooled fund· $3.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$1.9M
1 holding
Uncategorized
$1.9M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO. USA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 88.1% | |
| John Hancock Life Insurance Company JH Multimanager Balanced LS | — | — | — | $1.1M | 53.6% | |
| John Hancock Life Insurance Company The Growth Fund of America | — | — | — | $338K | 16.0% | |
| John Hancock Life Insurance Company Equity Income Fund | — | — | — | $162K | 7.7% | |
| John Hancock Life Insurance Company Fidelity Advisor Total Bond | — | — | — | $75K | 3.6% | |
| John Hancock Life Insurance Company Mutual Global Discovery | — | — | — | $69K | 3.3% | |
| John Hancock Life Insurance Company Money Market Fund | — | — | — | $33K | 1.6% | |
| John Hancock Life Insurance Company 500 Index Fund | — | — | — | $19K | 0.9% | |
| John Hancock Life Insurance Company SMALLCAP World Fund | — | — | — | $12K | 0.6% | |
| John Hancock Life Insurance Company Mid Cap Growth Fund | — | — | — | $7K | 0.3% | |
| John Hancock Life Insurance Company JH Multimanager Conserv LS | — | — | — | $6K | 0.3% | |
| John Hancock Life Insurance Company JH Multimanager Growth LS | — | — | — | $2K | 0.1% | |
| John Hancock Life Insurance Company EuroPacific Growth Fund | — | — | — | $2K | 0.1% | |
| John Hancock Life Insurance Company T. Rowe Price Spectrum Inc | — | — | — | $1K | <0.1% |
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