How big is Lucas Holdings, LLC DBA Lucas Co's plan?

Lucas Holdings, LLC DBA Lucas Co's plan reported $2.2M in assets and 30 participants for 2024.

Original filing (PDF)20250605203803NAL0020799648001

Lucas Holdings, LLC DBA Lucas Co

Name: Lucas Holdings, LLC DBA Lucas Co — Lucas Holdings, Form 5500 (2024)
Creator: Lucas Holdings, LLC DBA Lucas Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucas Holdings, LLC DBA Lucas CARD

401(k) retirement plan · Lucas Holdings, LLC DBA Lucas Co's Lucas Holdings, LLC DBA Lucas CARD held $2.2M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Shirley Horner signed Lucas Holdings, LLC DBA Lucas Co's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Lucas Holdings, LLC DBA Lucas Co's EIN is 27-1876531.

EIN 27-1876531

Plan number 001

Plan year 2024

ACK ID 20250605203803NAL0020799648001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lucas Holdings, LLC DBA Lucas Co'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 LUCAS HOLDINGS, LLC DBA LUCAS CO.

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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