· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LUCKYJONES ENTERPRISES — LUCKYJONES ENTERPRISES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010123506NAL0004605395001
LUCKYJONES ENTERPRISES
Form 5500-SF
FILING_RECEIVED
LUCKYJONES ENTERPRISES 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$280K
Net assets (EOY)
$280K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LUCKYJONES ENTERPRISES
.
Find decision makers
Plan sponsor
Name
LUCKYJONES ENTERPRISES
EIN
81-4722296
Address
306 ZAGORA DR · DANVILLE, CA · 94506
Phone
(925) 217-4395
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
POINT-TO-POINT CREATIVE, INC.
POINT-TO-POINT CREATIVE, INC. 401(K) PROFIT SHARING PLAN
$280K · 1 participants
ROCKWELL PRINTING, INC.
ROCKWELL PRINTING, INC. 401(K) PLAN
$280K · 4 participants
DIRECT MAIL VELOCITY, LLC
DIRECT MAIL VELOCITY, LLC 401(K) PLAN
$279K · 17 participants
BREAKAWAY PRESS INC
BREAKAWAY PRESS, INC. 401(K) PLAN
$282K · 15 participants
COLONIAL PRESS INTERNATIONAL I
COLONIAL PRESS INTERNATIONAL I 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$282K · 77 participants
AMERICOLOR, LLC
AMERICOLOR + AFFILIATES 401(K) PLAN
$278K · 132 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
