Original filing (PDF)20241213090116NAL0027351090001

LUCCA CONSULTING GROUP, INC.

Name: LUCCA CONSULTING GROUP, INC. — LUCCA CONSULTING GROUP 401(K) PLAN, Form 5500 (2023)
Creator: LUCCA CONSULTING GROUP, INC.

Form 5500-SF

FILING_RECEIVED

LUCCA CONSULTING GROUP 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 0.9 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$597K

Net assets (EOY)

$597K

Plan health score

/ 100

Grade A

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUCCA CONSULTING GROUP, INC..

Plan sponsor

Name

LUCCA CONSULTING GROUP, INC.

EIN

26-3367836

Address

16304 CORSICA WAY - UNIT 202 · NAPLES, FL · 34110

Phone

(317) 313-5392

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-12-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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