How big is Lucas and Cavalier, LLC's plan?

Lucas and Cavalier, LLC's plan reported $2.0M in assets and 5 participants for 2024.

Original filing (PDF)20250702131258NAL0019861792001

Lucas and Cavalier, LLC

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

Form 5500-SF

FILING_RECEIVED

Lucas and Cavalier, LLC 401(k) PS Plan

401(k) retirement plan · Lucas and Cavalier, LLC's Lucas and Cavalier, LLC 401(k) PS Plan held $2.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Robert Cavalier signed Lucas and Cavalier, LLC's 2024 Form 5500 as plan administrator.

Robert Cavalier — 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

Lucas and Cavalier, LLC's EIN is 23-3033848.

EIN 23-3033848

Plan number 001

Plan year 2024

ACK ID 20250702131258NAL0019861792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lucas and Cavalier, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lucas and Cavalier, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

LUCAS AND CAVALIER, LLC

EIN

all filings

Address

1500 WALNUT STREET · SUITE # 502 · PHILADELPHIA, PA · 19102

Phone

(215) 751-9192

Industry

Law Offices· Professional & Technical Services

Plan administrator