· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LUCA, DEBLASIO & CO., INC. — LUCA, DEBLASIO & CO., INC. 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250724125353NAL0007038416004
LUCA, DEBLASIO & CO., INC.
Form 5500-SF
FILING_RECEIVED
LUCA, DEBLASIO & CO., INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
6
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
86
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LUCA, DEBLASIO & CO., INC.
.
Find decision makers
Plan sponsor
Name
LUCA, DEBLASIO & CO., INC.
EIN
20-0479970
Address
1 PRESIDENTIAL WAY, SUITE 103 · WOBURN, MA · 01801
Phone
(781) 933-4114
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
URQUIDEZ & ASSOCIATES, CPAS, INC.
URQUIDEZ & ASSOCIATES, CPAS, INC. 401(K) PROFIT SHARING PLAN
$2.2M · 12 participants
LAM, PO & XU, CPA'S
LPX CPA'S 401(K) AND PROFIT SHARING PLAN
$2.2M · 28 participants
BERGER & WILD, PLLC
PROFIT SHARING PLAN OF BERGER & WILD
$2.2M · 5 participants
MOODY & COLLINS P.C. PROFIT SHARING TRUST
MOODY & COLLINS P.C. PROFIT SHARING PLAN
$2.2M · 3 participants
BEELS SOPER LLP
BEELS SOPER LLP 401(K) PLAN
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.2M · 7 participants
ALEXANDER ALMAND AND BANGS, LLP
ALEXANDER, ALMAND & BANGS, LLP 401(K) PLAN & TRUST
$2.2M · 15 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
