How big is Ward Lucas LLC's plan?

Ward Lucas LLC's plan reported $1K in assets and 3 participants for 2024.

Original filing (PDF)20251229133319NAL0018832625001

Ward Lucas LLC

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

Form 5500-SF

FILING_RECEIVED

Ward Lucas LLC CBS Benefit Plan

Health & welfare plan · Ward Lucas LLC's Ward Lucas LLC CBS Benefit Plan held $1K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$416

People on this filing

Joseph HSU signed Ward Lucas LLC's 2024 Form 5500 as plan administrator.

Joseph HSU — 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 501

Plan year 2024

ACK ID 20251229133319NAL0018832625001

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 health coverage.

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 (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score