Lucky Services' EIN is 85-0347685.
Download the official 2023 Form 5500 (PDF) for Lucky Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lucky Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | NONE | $250 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEC PENSION MANAGEMENT GROUP INC | 75-2776689 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| HARTFORD ADVANTAGE TK1 TALCOTT RESOLUTION LIFE INS CO · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $3.5M | 92.2% | |
| American Funds American Funds Growth Fund of Amer R3 | Mutual Funds | — | — | $519K | 13.8% | |
| Macquarie Delaware Ivy Natural Resources Y | Other securities | — | — | $399K | 10.6% | |
| Blackrock LifePath Dyn 2030 Investor A | Other securities | — | — | $334K | 8.9% | |
| Blackrock LifePath Dyn Retirement Inv A | Other securities | — | — | $311K | 8.3% | |
| Invesco Comstock A | Mutual Funds | — | — | $285K | 7.6% | |
| Hartford Mutual Funds Hartford Ultrashort Bond HLS IB | U.S. Treasuries | — | — | $280K | 7.4% | |
| SEPARATE ACCOIUNT K1 HARTFORD LIFE INSURANCE CO · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $280K | 7.4% | |
| Amundi US Pioneer High Yield A | Other securities | — | — | $254K | 6.7% | |
| Blackrock LifePath Dyn 2040 Investor A | Other securities | — | — | $219K | 5.8% | |
| Invesco Main Street Mid Cap A | Mutual Funds | — | — | $217K | 5.8% | |
| American Century Investments American Century Equity Income A | Other securities | — | — | $180K | 4.8% | |
| Invesco Main Street All Cap A | Mutual Funds | — | — | $169K | 4.5% | |
| Alger Mid Cap Growth Institutional I | Other securities | — | — | $143K | 3.8% | |
| Columbia Threadneedle Columbia Select Mid Cap Value A | Other securities | — | — | $139K | 3.7% | |
| Blackrock Impact Mortgage Inv A | Other securities | — | — | $120K | 3.2% | |
| Invesco Real Estate A | Mutual Funds | — | — | $79K | 2.1% | |
| Davis Funds Davis NY Venture A | Other securities | — | — | $57K | 1.5% | |
| Victory Capital Victory Diversified Stock A | Other securities | — | — | $44K | 1.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
