How big is Lupton Excavation's plan?

Lupton Excavation's plan reported $784K in assets and 106 participants for 2025.

Original filing (PDF)20260519162044NAL0001509040001

Lupton Excavation

Name: Lupton Excavation — Lupton Excavation 401(k) and, Form 5500 (2025)
Creator: Lupton Excavation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lupton Excavation 401(k) and Profit Sharing Plan

401(k) retirement plan · Lupton Excavation's Lupton Excavation 401(k) and Profit Sharing Plan held $784K in plan assets for 106 participants in 2025.

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$784K

Net assets (EOY)

$784K

People on this filing

Sheryl Lavoie signed Lupton Excavation's 2025 Form 5500 as plan administrator.

Sheryl Lavoie — 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

Lupton Excavation's EIN is 68-0263130.

EIN 68-0263130

Plan number 001

Plan year 2025

ACK ID 20260519162044NAL0001509040001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lupton Excavation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUPTON EXCAVATION.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score