How big is LUCY JOS Coffee Roastery's plan?

LUCY JOS Coffee Roastery's plan reported $251K in assets and 8 participants for 2024.

Original filing (PDF)20250707084113NAL0001853971003

LUCY JOS Coffee Roastery

Name: LUCY JOS Coffee Roastery — LUCY JOS Coffee Roastery, Form 5500 (2024)
Creator: LUCY JOS Coffee Roastery
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LUCY JOS Coffee Roastery 401-K Plan Retirement Trust

401(k) retirement plan · LUCY JOS Coffee Roastery's LUCY JOS Coffee Roastery 401-K Plan Retirement Trust held $251K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$251K

Net assets (EOY)

$251K

People on this filing

Plan Sponsor signed LUCY JOS Coffee Roastery's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

LUCY JOS Coffee Roastery's EIN is 27-0970244.

EIN 27-0970244

Plan number 001

Plan year 2024

ACK ID 20250707084113NAL0001853971003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LUCY JOS Coffee Roastery from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LUCY JOS Coffee Roastery's 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 LUCY JOS COFFEE ROASTERY.

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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