How big is Lucas James Talent Partners' plan?

Lucas James Talent Partners' plan reported $4.0M in assets and 78 participants for 2025.

Original filing (PDF)20260129102626NAL0005418337001

Lucas James Talent Partners

Name: Lucas James Talent Partners — Lucas James Talent, Form 5500 (2025)
Creator: Lucas James Talent Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucas James Talent Partners 401(k) Plan

401(k) retirement plan · Lucas James Talent Partners' Lucas James Talent Partners 401(k) Plan held $4.0M in plan assets for 78 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Meghan Heffernan signed Lucas James Talent Partners' 2025 Form 5500 as plan administrator.

Meghan Heffernan — 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 James Talent Partners' EIN is 83-1221315.

EIN 83-1221315

Plan number 001

Plan year 2025

ACK ID 20260129102626NAL0005418337001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lucas James Talent Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lucas James Talent Partners' 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 JAMES TALENT PARTNERS.

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Plan health score

Above-average plan

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

Knocking points off