How big is Roger W Lucas, DDS, PS' plan?

Roger W Lucas, DDS, PS' plan reported $322K in assets and 18 participants for 2024.

Original filing (PDF)20251104143629NAL0009228817001

Roger W Lucas, DDS, PS

Name: Roger W Lucas, DDS, PS — Roger W Lucas DDS PS 401(k), Form 5500 (2024)
Creator: Roger W Lucas, DDS, PS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roger W Lucas DDS PS 401(k)

401(k) retirement plan · Roger W Lucas, DDS, PS' Roger W Lucas DDS PS 401(k) held $322K in plan assets for 18 participants in 2024.

Signals · 1

Late filing · 47.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$322K

Net assets (EOY)

$322K

People on this filing

Roger Lucas signed Roger W Lucas, DDS, PS' 2024 Form 5500 as plan administrator.

Roger Lucas — 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

Roger W Lucas, DDS, PS' EIN is 26-2731052.

EIN 26-2731052

Plan number 001

Plan year 2024

ACK ID 20251104143629NAL0009228817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roger W Lucas, DDS, PS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roger W Lucas, DDS, PS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROGER W LUCAS, DDS, PS.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off