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Original filing (PDF)20250711052323NAL0004476963001
LUCCHESE, INC.
Form 5500
FILING_RECEIVED
LUCCHESE INC. EE INVESTMENT PLAN
401(k) retirement plan
Signals · 2
37% in single holding~98 bps in Sched C fees
Active participants
664
Accounts w/ balance
374
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
82
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "MET GG SV 25554 - J" is 37% of plan.
- 98 bps in Schedule C fees — 89% above peer band of 52 bps.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUCCHESE, INC..
Plan sponsor
Name
LUCCHESE, INC.
EIN
75-2769176
Address
40 WALTER JONES BLVD · EL PASO, TX · 79906
Phone
(800) 637-6888
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ALEXANDER & WILLIAMS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $48K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 | — | INVESTMENT/FINANCIAL ADVI | $19K | — |
Investments
24 direct securities · 1 pooled fund· $6.7M(97% 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.
Registered Investment Companies
$4.2M
24 holdings
Common Collective Trust
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.4M | 35.3% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $587K | 8.5% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $438K | 6.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $385K | 5.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $333K | 4.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $331K | 4.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $259K | 3.8% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $204K | 3.0% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $191K | 2.8% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $177K | 2.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $148K | 2.1% | |
| MFS TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $140K | 2.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $128K | 1.8% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $126K | 1.8% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $104K | 1.5% | |
| PRINCIPAL MIDCAP INSTITUTIONAL | Registered Investment Companies | — | — | $98K | 1.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $93K | 1.4% | |
| PRINCIPAL HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $88K | 1.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $86K | 1.2% | |
| COL SELECT LARGE CAP VAL I2 | Registered Investment Companies | — | — | $76K | 1.1% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $61K | 0.9% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $55K | 0.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $46K | 0.7% | |
| JPMORGAN SMALL CAP EQUITY R6 | Registered Investment Companies | — | — | $45K | 0.6% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $26K | 0.4% |
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