How big is LACY, Ltd.'s plan?

LACY, Ltd.'s plan reported $203K in assets and 2 participants for 2023.

Original filing (PDF)20240731085936NAL0021250305001

LACY, Ltd.

Name: LACY, Ltd. — LACY, Ltd. Retirement Trust, Form 5500 (2023)
Creator: LACY, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LACY, Ltd. Retirement Trust

Defined-benefit pension plan · LACY, Ltd.'s LACY, Ltd. Retirement Trust held $203K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$203K

Net assets (EOY)

$203K

Plan identifiers

LACY, Ltd.'s EIN is 52-1211969.

EIN 52-1211969

Plan number 001

Plan year 2023

ACK ID 20240731085936NAL0021250305001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for LACY, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

LACY, Ltd.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LACY, LTD.

EIN

all filings

Address

4352 VERPLANCK PLACE NW · WASHINGTON, DC · 200162428

Phone

(202) 841-1122

Industry

Real Estate

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

2024-07-31

Pension benefit codes

1A · Pay-related DB formula

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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