Original filing (PDF)20250514144558NAL0042567394001

PACIOLI, LLC

Name: PACIOLI, LLC — LUCA PARTNERS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PACIOLI, LLC

Form 5500-SF

FILING_RECEIVED

LUCA PARTNERS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIOLI, LLC.

Plan sponsor

Name

PACIOLI, LLC

EIN

85-3863598

Address

240 LEIGH FARM ROAD · STE 400 · DURHAM, NC · 27707

Phone

(919) 755-3287

Industry

Finance & Insurancesee all

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

2025-05-14

Pension benefit codes

2A · Age/service weighted or new comparability

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)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DAVID W. CRYDEN

DAVID W. CRYDEN CASH BALANCE PLAN

$1.6M · 1 participants

THE ROOS GROUP, LLC

THE ROOS GROUP, LLC 401(K) PLAN

$1.6M · 2 participants

SBB RESEARCH GROUP LLC 401(K) PLAN

$1.6M · 36 participants

HAUSINGER FINANCIAL, LLC. C/O RAYMOND JAMES FINANCIAL SERVICES, INC.

HAUSINGER FINANCIAL, LLC 401(K) PLAN

$1.6M · 14 participants

CHASAN, LLC

CHASAN, LLC 401(K) PROFIT SHARING PLAN

$1.6M · 12 participants