How big is Lucky YOU, Inc.'s plan?

Lucky YOU, Inc.'s plan reported $1.1M in assets and 5 participants for 2024.

Original filing (PDF)20250905091311NAL0028772768001

Lucky YOU, Inc.

Name: Lucky YOU, Inc. — Lucky YOU, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Lucky YOU, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucky YOU, Inc. 401(k) Plan

401(k) retirement plan · Lucky YOU, Inc.'s Lucky YOU, Inc. 401(k) Plan held $1.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Lucky YOU, Inc.'s EIN is 45-3828805.

EIN 45-3828805

Plan number 001

Plan year 2024

ACK ID 20250905091311NAL0028772768001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lucky YOU, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lucky YOU, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (86th percentile).

Plan sponsor

Name

LUCKY YOU, INC.

EIN

all filings

Address

P.O. BOX 1469 · JACKSON, WY · 83001

Phone

(307) 733-3555

Industry

Retail Trade

Plan administrator