How big is Lockett Inc.'s plan?

Lockett Inc.'s plan reported $1.0M in assets and 3 participants for 2025.

Original filing (PDF)20260420114634NAL0002943682001

Lockett Inc.

Name: Lockett Inc. — Lockett Inc. 401(k) Plan, Form 5500 (2025)
Creator: Lockett Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lockett Inc. 401(k) Plan

401(k) retirement plan · Lockett Inc.'s Lockett Inc. 401(k) Plan held $1.0M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

William Lockett signed Lockett Inc.'s 2025 Form 5500 as plan administrator.

William Lockett — 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

Lockett Inc.'s EIN is 84-1488827.

EIN 84-1488827

Plan number 001

Plan year 2025

ACK ID 20260420114634NAL0002943682001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lockett Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lockett Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOCKETT INC.

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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.

Plan sponsor

Name

LOCKETT INC

EIN

all filings

Address

PO BOX 430 · BUENA VISTA, CO · 81211

Phone

(719) 207-0210

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-20

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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