How big is Lucas & Dietz, PLLC's plan?

Lucas & Dietz, PLLC's plan reported $3.4M in assets and 7 participants for 2024.

Original filing (PDF)20251010141552NAL0004693683006

Lucas & Dietz, PLLC

Name: Lucas & Dietz, PLLC — Lucas & Dietz, PLLC 401(k), Form 5500 (2024)
Creator: Lucas & Dietz, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucas & Dietz, PLLC 401(k) Plan

401(k) retirement plan · Lucas & Dietz, PLLC's Lucas & Dietz, PLLC 401(k) Plan held $3.4M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Jeremy J. Schira signed Lucas & Dietz, PLLC's 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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 & Dietz, PLLC's EIN is 27-4292384.

EIN 27-4292384

Plan number 001

Plan year 2024

ACK ID 20251010141552NAL0004693683006

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lucas & Dietz, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lucas & Dietz, PLLC'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 & DIETZ, PLLC.

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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