How big is Bob Lucido Team, LLC's plan?

Bob Lucido Team, LLC's plan reported $117K in assets and 30 participants for 2024.

Original filing (PDF)20251014163409NAL0003295553001

Bob Lucido Team, LLC

Name: Bob Lucido Team, LLC — Bob Lucido Team, LLC 401(k), Form 5500 (2024)
Creator: Bob Lucido Team, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bob Lucido Team, LLC 401(k) Plan

401(k) retirement plan · Bob Lucido Team, LLC's Bob Lucido Team, LLC 401(k) Plan held $117K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

People on this filing

LORI Sherman signed Bob Lucido Team, LLC's 2024 Form 5500 as plan administrator.

LORI Sherman — 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

Bob Lucido Team, LLC's EIN is 26-2212452.

EIN 26-2212452

Plan number 001

Plan year 2024

ACK ID 20251014163409NAL0003295553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bob Lucido Team, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bob Lucido Team, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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