How big is Luckey, LLC's plan?

Luckey, LLC's plan reported $792K in assets and 11 participants for 2024.

Original filing (PDF)20251013092706NAL0000926449001

Luckey, LLC

Name: Luckey, LLC — Luckey, LLC Retirement Plan, Form 5500 (2024)
Creator: Luckey, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Luckey, LLC Retirement Plan

401(k) retirement plan · Luckey, LLC's Luckey, LLC Retirement Plan held $792K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$792K

Net assets (EOY)

$792K

People on this filing

Dana Peterson signed Luckey, LLC's 2024 Form 5500 as plan administrator.

Dana Peterson — 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

Luckey, LLC's EIN is 26-3973641.

EIN 26-3973641

Plan number 001

Plan year 2024

ACK ID 20251013092706NAL0000926449001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Plan sponsor

Name

LUCKEY, LLC

EIN

all filings

Address

300 EAST STREET · NEW HAVEN, CT · 06511

Phone

(203) 868-4045

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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