Original filing (PDF)20241112155243NAL0017827889001

LOCKE INVESTMENTS, LLC

Name: LOCKE INVESTMENTS, LLC — LOCKE SOLUTIONS 401(K) PLAN, Form 5500 (2023)
Creator: LOCKE INVESTMENTS, LLC

Form 5500-SF

FILING_RECEIVED

LOCKE SOLUTIONS 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

148

Accounts w/ balance

208

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCKE INVESTMENTS, LLC.

Plan sponsor

Name

LOCKE INVESTMENTS, LLC

EIN

32-0351975

Address

700 ALMEDA-GENOA RD · HOUSTON, TX · 77047

Phone

(832) 804-7062

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-11-12

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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