How big is Lucey Management LLC's plan?

Lucey Management LLC's plan reported $247K in assets and 2 participants for 2025.

Original filing (PDF)20260324083802NAL0001411523001

Lucey Management LLC

Name: Lucey Management LLC — Lucey Management LLC 401(k), Form 5500 (2025)
Creator: Lucey Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucey Management LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Lucey Management LLC's Lucey Management LLC 401(k) Profit Sharing Plan and Trust held $247K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$247K

Net assets (EOY)

$247K

Plan identifiers

Lucey Management LLC's EIN is 86-2280842.

EIN 86-2280842

Plan number 001

Plan year 2025

ACK ID 20260324083802NAL0001411523001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lucey Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lucey Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score