Original filing (PDF)20240628131525NAL0001249602001

LUCA HOLDINGS, LLC 401(K) PLAN

Name: LUCA HOLDINGS, LLC 401(K) PLAN — LUCA HOLDINGS, LLC, Form 5500 (2023)
Creator: LUCA HOLDINGS, LLC 401(K) PLAN

Form 5500-SF

FILING_RECEIVED

LUCA HOLDINGS, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUCA HOLDINGS, LLC 401(K) PLAN.

Plan sponsor

Name

LUCA HOLDINGS, LLC 401(K) PLAN

EIN

46-0733486

Address

68 WHITEHALL ST · LYNBROOK, NY · 11563

Phone

(516) 256-0317

Industry

Real Estatesee 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

2024-06-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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