Original filing (PDF)20251006153415NAL0002015555001

MOUNT LUCAS MANAGEMENT LP

Name: MOUNT LUCAS MANAGEMENT LP — MT. LUCAS MANAGEMENT LP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MOUNT LUCAS MANAGEMENT LP

Form 5500-SF

FILING_RECEIVED

MT. LUCAS MANAGEMENT LP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.3M

Net assets (EOY)

$14.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNT LUCAS MANAGEMENT LP.

Plan sponsor

Name

MOUNT LUCAS MANAGEMENT LP

EIN

27-3992694

Address

405 SOUTH STATE STREET · NEWTOWN, PA · 18940

Phone

(267) 759-3500

Industry

Finance & Insurancesee all

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

2025-10-06

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

Related plans

Similar-size Finance & Insurance plans

ASIA ALTERNATIVES MANAGEMENT LLC

ASIA ALTERNATIVES MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

$14.3M · 30 participants

GTIS PARTNERS

GTIS PARTNERS 401(K) PLAN

$14.3M · 64 participants

JAFCO AMERICA VENTURES, INC.

JAFCO AMERICA VENTURES, INC. 401(K) RETIREMENT PLAN

$14.3M · 15 participants

COLUMBIA PACIFIC ADVISORS, LLC

THE COLUMBIA PACIFIC 401(K) PLAN

$14.2M · 66 participants

LEE EQUITY PARTNERS, LLC

LEE EQUITY PARTNERS, LLC 401(K) PLAN