Hannah Boyd signed Lucchese, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lucchese, Inc.'s EIN is 75-2769176.
Download the official 2024 Form 5500 (PDF) for Lucchese, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lucchese, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $48K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 | — |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $19K |
| — |
