How big is Luccia and Associates Inc. DBA Journeypoint's plan?

Luccia and Associates Inc. DBA Journeypoint's plan reported $210K in assets and 4 participants for 2025.

Original filing (PDF)20260521085948NAL0002414881001

Luccia and Associates Inc. DBA Journeypoint

Name: Luccia and Associates Inc. DBA Journeypoint — Form 5500 Plan 001 (2025)
Creator: Luccia and Associates Inc. DBA Journeypoint
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Journeypoint Wealth Advisors 401(k) Plan

401(k) retirement plan · Luccia and Associates Inc. DBA Journeypoint's Journeypoint Wealth Advisors 401(k) Plan held $210K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

People on this filing

Patricia PEEL for Daybright signed Luccia and Associates Inc. DBA Journeypoint's 2025 Form 5500 as plan administrator.

Patricia PEEL for Daybright — 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

Luccia and Associates Inc. DBA Journeypoint's EIN is 20-5637665.

EIN 20-5637665

Plan number 001

Plan year 2025

ACK ID 20260521085948NAL0002414881001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Luccia and Associates Inc. DBA Journeypoint from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Luccia and Associates Inc. DBA Journeypoint's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUCCIA AND ASSOCIATES INC. DBA JOURNEYPOINT.

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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