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Original filing (PDF)20250813092403NAL0004798307001
LUCK STONE CORPORATION
Form 5500
FILING_RECEIVED
LUCK STONE CORPORATION RETIREMENT PLAN AND TRUST
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
921
Accounts w/ balance
—
Plan assets (EOY)
$125.2M
Net assets (EOY)
$125.2M
How this plan invests
This plan
11 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 386% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUCK STONE CORPORATION.
Plan sponsor
Name
LUCK STONE CORPORATION
EIN
54-0630628
Address
PO BOX 29682 · RICHMOND, VA · 232420682
Phone
(804) 784-8280
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-13
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
PBMARLES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | FIDUCIARY | $301K | — |
| MERCER | 13-2834414 | — | NONE | $258K | — |
| US BANK | 31-0841368 | — | NONE | $28K | — |
| PBMARES, LLP | 54-0737372 | — | NONE | $22K | — |
Investments
11 pooled funds· $116.0M(93% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MERCER US LARGE CAP PASSIVE EQUITY MERCER TRUST COMPANY LLC · EIN 03-0566613 / PN 005 | Common Collective Trust | $25.6M | 20.5% |
| MERCER LONG CORPORATE FIXED INCOME MERCER TRUST COMPANY LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | $19.6M | 15.7% |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY LLC · EIN 36-7630030 / PN 020 | Common Collective Trust | $16.0M | 12.8% |
| MERCER LONG STRIPS FIXED INCOME MERCER TRUST COMPANY LLC · EIN 80-6243236 / PN 019 | Common Collective Trust | $14.3M | 11.4% |
| MERCER NON-US CORE EQUITY MERCER TRUST COMPANY LLC · EIN 03-0566617 / PN 009 | Common Collective Trust | $12.4M | 9.9% |
| ENDURING ASSETS WELLINGTON · EIN 04-2767481 / PN 185 | Common Collective Trust | $5.9M | 4.7% |
| COHEN & STEERS CLTV INV TRUST SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | $5.8M | 4.7% |
| MERCER EMERGING MARKETS EQUITY MERCER TRUST COMPANY LLC · EIN 32-6219484 / PN 017 | Common Collective Trust | $5.3M | 4.2% |
| SSGA S&P GLOBAL NATURAL RESOURCE IN STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 45-6268981 / PN 001 | Common Collective Trust | $5.1M | 4.1% |
| MERCER US SMALL-MID CAP EQUITY MERCER TRUST COMPANY LLC · EIN 03-0566611 / PN 003 | Common Collective Trust | $3.9M | 3.1% |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY LLC · EIN 35-7004395 / PN 018 | Common Collective Trust | $2.0M | 1.6% |