How big is Lufkin Advisors, LLC's plan?

Lufkin Advisors, LLC's plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20250710191512NAL0015788850001

Lufkin Advisors, LLC

Name: Lufkin Advisors, LLC — Lufkin Advisors 401(k) Profit, Form 5500 (2024)
Creator: Lufkin Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lufkin Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Lufkin Advisors, LLC's Lufkin Advisors 401(k) Profit Sharing Plan held $1.6M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Lufkin Advisors, LLC's EIN is 80-0882030.

EIN 80-0882030

Plan number 001

Plan year 2024

ACK ID 20250710191512NAL0015788850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lufkin Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lufkin Advisors, 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 LUFKIN ADVISORS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

LUFKIN ADVISORS, LLC

EIN

all filings

Address

233 SHEARWATER ISLE · FOSTER CITY, CA · 94404

Phone

(650) 573-1185

Industry

Finance & Insurance

Plan administrator