How big is Pacioli, LLC's plan?

Pacioli, LLC's plan reported $1.6M in assets and 23 participants for 2024.

Original filing (PDF)20250514144558NAL0042567394001

Pacioli, LLC

Name: Pacioli, LLC — LUCA Partners 401(k) Profit Sharing, Form 5500 (2024)
Creator: Pacioli, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LUCA Partners 401(k) Profit Sharing Plan

401(k) retirement plan · Pacioli, LLC's LUCA Partners 401(k) Profit Sharing Plan held $1.6M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Pacioli, LLC's EIN is 85-3863598.

EIN 85-3863598

Plan number 001

Plan year 2024

ACK ID 20250514144558NAL0042567394001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pacioli, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIOLI, 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