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Original filing (PDF)20250403085224NAL0015508416001
LUCKY SERVICES
Form 5500
FILING_RECEIVED
LSI 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
115
Accounts w/ balance
126
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUCKY SERVICES.
Plan sponsor
Name
LUCKY SERVICES
EIN
85-0347685
Address
6210 LOVINGTON HIGHWAY · HOBBS, NM · 88240
Phone
(575) 392-1546
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-03
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | NONE | $250 | — |
| PENTEC PENSION MANAGEMENT GROUP INC | 75-2776689 | — | NONE | $0 | — |
Investments
2 pooled funds· $3.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| HARTFORD ADVANTAGE TK1 TALCOTT RESOLUTION LIFE INS CO · EIN 06-0974148 / PN 000 | Pooled Separate Account | $3.5M | 92.2% |
| SEPARATE ACCOIUNT K1 HARTFORD LIFE INSURANCE CO · EIN 06-0974148 / PN 000 | Pooled Separate Account | $280K | 7.4% |
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