Nicholas ZAPF signed Lucas Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lucas Systems, Inc.'s EIN is 23-2950771.
Download the official 2024 Form 5500 (PDF) for Lucas Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lucas Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.6M | 96.4% | |
| s * Voya Retirement Insurance and Annuity Company Vanguard Total Stock Market Index Fund - Admiral Shares | Pooled Separate Accounts | — | — | $2.6M | 23.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2045 Fund - Investor Shares | Mutual Funds | — | — | $1.2M | 11.0% | |
| Voya Retirement Insurance and Annuity Company Putnam Large Cap Growth Fund - Class R6 | Mutual Funds | — | — | $1.1M | 9.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2035 Fund - Investor Shares | Mutual Funds | — | — | $833K | 7.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2050 Fund - Investor Shares | Mutual Funds | — | — | $587K | 5.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2030 Fund - Investor Shares | Mutual Funds | — | — | $558K | 5.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2025 Fund - Investor Shares | Mutual Funds | — | — | $493K | 4.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2060 Fund - Investor Shares | Mutual Funds | — | — | $442K | 4.0% | |
| Voya Retirement Insurance and Annuity Company MFS Research International Fund - Class R6 | Mutual Funds | — | — | $420K | 3.8% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2055 Fund - Investor Shares | Mutual Funds | — | — | $293K | 2.7% | |
| Voya Retirement Insurance and Annuity Company PGIM High Yield Fund - Class R6 | Common Stocks | — | — | $278K | 2.5% | |
| Voya Retirement Insurance and Annuity Company Columbia Dividend Income Fund - Institutional 3 Class | Common Stocks | — | — | $275K | 2.5% | |
| Voya Retirement Insurance and Annuity Company VY T. Rowe Price Divers Mid Cap Growth Fund - Class R6 | Common Stocks | — | — | $253K | 2.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Small Cap Index Fund - Admiral Shares | Common Collective Trusts | — | — | $250K | 2.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2040 Fund - Investor Shares | Mutual Funds | — | — | $214K | 2.0% | |
| Voya Retirement Insurance and Annuity Company American Beacon Small Cap Value Fund - Class R5 | Common Stocks | — | — | $140K | 1.3% | |
| Voya Retirement Insurance and Annuity Company ClearBridge Small Cap Growth Fund Class - Investor Shares | Common Stocks | — | — | $131K | 1.2% | |
| Voya Retirement Insurance and Annuity Company DFA Real Estate Securities - Institutional Class | Mutual Funds | — | — | $127K | 1.2% | |
| Voya Retirement Insurance and Annuity Company DFA U.S. Vector Equity Portfolio - Institutional Class | Mutual Funds | — | — | $117K | 1.1% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | Common Stocks | — | — | $71K | 0.6% | |
| Voya Retirement Insurance and Annuity Company American Funds New World Fund - Class R6 | Mutual Funds | — | — | $67K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2065 Fund - Investor Shares | Mutual Funds | — | — | $61K | 0.6% | |
| Voya Retirement Insurance and Annuity Company JPMorgan Core Bond Fund - Class R6 | Common Stocks | — | — | $55K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Voya Global Bond Fund- Class R6 | Common Stocks | — | — | $44K | 0.4% | |
| Participant loans Interest rates at 10.00% | Bonds / Notes | — | — | $38K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2020 Fund - Investor Shares | Mutual Funds | — | — | $32K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement Income Fund - Investor Shares | Mutual Funds | — | — | $31K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund | Cash / Money Market | — | — | $17K | 0.2% | |
| Voya Retirement Insurance and Annuity Company PIMCO Income Fund - Institutional Class | Mutual Funds | — | — | $5K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2070 Fund - Investor Shares | Mutual Funds | — | — | $1K | <0.1% |
