How big is Ward Lucas LLC's plan?

Ward Lucas LLC's plan reported $26K in assets and 3 participants for 2024.

Original filing (PDF)20250718054517NAL0002221506001

Ward Lucas LLC

Name: Ward Lucas LLC — Form 5500 (2024)
Creator: Ward Lucas LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ward Lucas LLC

401(k) retirement plan · Ward Lucas LLC held $26K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

Nick Rice signed Ward Lucas LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Ward Lucas LLC's EIN is 84-2826806.

EIN 84-2826806

Plan number 001

Plan year 2024

ACK ID 20250718054517NAL0002221506001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ward Lucas 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 WARD LUCAS 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

Helping the score

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

Plan sponsor

Name

WARD LUCAS LLC

EIN

all filings

Address

10824 DORTON DR · LOUISVILLE, KY · 40272

Phone

(502) 432-0283

Industry

Plumbing, Heating, AC Contractors· Construction

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

2025-07-18

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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