How big is Lucas Trust Properties LLC's plan?

Lucas Trust Properties LLC's plan reported $478K in assets and 2 participants for 2024.

Original filing (PDF)20250717171603NAL0000745313001

Lucas Trust Properties LLC

Name: Lucas Trust Properties LLC — Lucas Trust Properties, Form 5500 (2024)
Creator: Lucas Trust Properties LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucas Trust Properties LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Lucas Trust Properties LLC's Lucas Trust Properties LLC 401(k) Profit Sharing Plan & Trust held $478K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$478K

Net assets (EOY)

$478K

People on this filing

Sandra Mason signed Lucas Trust Properties LLC's 2024 Form 5500 as plan administrator.

Sandra Mason — 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

Lucas Trust Properties LLC's EIN is 77-0422588.

EIN 77-0422588

Plan number 001

Plan year 2024

ACK ID 20250717171603NAL0000745313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lucas Trust Properties LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lucas Trust Properties LLC'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 LUCAS TRUST PROPERTIES LLC.

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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