How big is Lucas Financial Services' plan?

Lucas Financial Services' plan reported $1.9M in assets and 3 participants for 2024.

Original filing (PDF)20250818123646NAL0001197393001

Lucas Financial Services

Name: Lucas Financial Services — Lucas Financial Services, Form 5500 (2024)
Creator: Lucas Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucas Financial Services 401(k) Plan

401(k) retirement plan · Lucas Financial Services' Lucas Financial Services 401(k) Plan held $1.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Lucas Financial Services' EIN is 13-4223767.

EIN 13-4223767

Plan number 001

Plan year 2024

ACK ID 20250818123646NAL0001197393001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lucas Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lucas Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUCAS FINANCIAL SERVICES.

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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

Knocking points off