How big is Lucier CPA Inc.'s plan?

Lucier CPA Inc.'s plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20251002082540NAL0000143955001

Lucier CPA Inc.

Name: Lucier CPA Inc. — Lucier CPA Inc. 401(k) Plan, Form 5500 (2024)
Creator: Lucier CPA Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucier CPA Inc. 401(k) Plan

401(k) retirement plan · Lucier CPA Inc.'s Lucier CPA Inc. 401(k) Plan held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Maria Ferri Lucier signed Lucier CPA Inc.'s 2024 Form 5500 as plan administrator.

Maria Ferri Lucier — 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

Lucier CPA Inc.'s EIN is 05-0419580.

EIN 05-0419580

Plan number 001

Plan year 2024

ACK ID 20251002082540NAL0000143955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lucier CPA Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lucier CPA Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUCIER CPA INC..

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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