How big is Lucie LLC's plan?

Lucie LLC's plan reported $13K in assets and 9 participants for 2022.

Original filing (PDF)20230911133618NAL0026689824001

Lucie LLC

Name: Lucie LLC — Lucie Content 401(k) Plan, Form 5500 (2022)
Creator: Lucie LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucie Content 401(k) Plan

401(k) retirement plan · Lucie LLC's Lucie Content 401(k) Plan held $13K in plan assets for 9 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Shirley Horner signed Lucie LLC's 2022 Form 5500 as plan administrator.

Shirley Horner — 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

Lucie LLC's EIN is 84-2686936.

EIN 84-2686936

Plan number 001

Plan year 2022

ACK ID 20230911133618NAL0026689824001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Lucie LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Lucie 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 LUCIE LLC.

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LUCIE LLC

EIN

all filings

Address

3110 HABERSHAM RD NW · ATLANTA, GA · 30305

Phone

(214) 552-5363

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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