How big is George Lucas Educational Foundation's plan?

George Lucas Educational Foundation's plan reported $12.6M in assets and 21 participants for 2025.

Original filing (PDF)20260320181951NAL0005343953001

George Lucas Educational Foundation

Name: George Lucas Educational Foundation — The George, Form 5500 (2025)
Creator: George Lucas Educational Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The George Lucas Educational Foundation Retirement Plan

403(b) retirement plan · George Lucas Educational Foundation's The George Lucas Educational Foundation Retirement Plan held $12.6M in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

People on this filing

Lilly FU signed George Lucas Educational Foundation's 2025 Form 5500 as plan administrator.

Lilly FU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

George Lucas Educational Foundation's EIN is 68-0065687.

EIN 68-0065687

Plan number 001

Plan year 2025

ACK ID 20260320181951NAL0005343953001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for George Lucas Educational Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

George Lucas Educational Foundation's plan includes automatic enrollment, a default investment (QDIA), 403(b) custodial accounts, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEORGE LUCAS EDUCATIONAL FOUNDATION.

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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 (99th percentile).

Plan sponsor

Name

GEORGE LUCAS EDUCATIONAL FOUNDATION

EIN

all filings

Address

5858 LUCAS VALLEY ROAD · NICASIO, CA · 94946

Phone

(415) 662-1600

Industry

Other Services (ex. Public Admin)

Plan administrator