How big is Kevin P. Lucas, D.D.S., Ltd.'s plan?

Kevin P. Lucas, D.D.S., Ltd.'s plan reported $3.7M in assets and 7 participants for 2024.

Original filing (PDF)20251014165232NAL0001670067001

Kevin P. Lucas, D.D.S., Ltd.

Name: Kevin P. Lucas, D.D.S., Ltd. — Kevin P. Lucas, Form 5500 (2024)
Creator: Kevin P. Lucas, D.D.S., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin P. Lucas, D.D.S., Ltd. 401(k) Plan

401(k) retirement plan · Kevin P. Lucas, D.D.S., Ltd.'s Kevin P. Lucas, D.D.S., Ltd. 401(k) Plan held $3.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Kevin P. Lucas, D.D.S., Ltd.'s EIN is 36-4108214.

EIN 36-4108214

Plan number 001

Plan year 2024

ACK ID 20251014165232NAL0001670067001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kevin P. Lucas, D.D.S., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kevin P. Lucas, D.D.S., Ltd.'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 KEVIN P. LUCAS, D.D.S., LTD..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

KEVIN P. LUCAS, D.D.S., LTD.

EIN

all filings

Address

476 E. OXFORD ROAD · NORTH BARRINGTON, IL · 60010

Phone

(847) 955-9444

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator