How big is Lucky GOAT LLC's plan?

Lucky GOAT LLC's plan reported $864K in assets and 106 participants for 2025.

Original filing (PDF)20260429083844NAL0010723841001

Lucky GOAT LLC

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

Form 5500-SF

FILING_RECEIVED

Lucky GOAT 401(k) Plan

401(k) retirement plan · Lucky GOAT LLC's Lucky GOAT 401(k) Plan held $864K in plan assets for 106 participants in 2025.

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$864K

Net assets (EOY)

$864K

People on this filing

Dan Watkins signed Lucky GOAT LLC's 2025 Form 5500 as plan administrator.

Dan Watkins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lucky GOAT LLC's EIN is 87-4116153.

EIN 87-4116153

Plan number 001

Plan year 2025

ACK ID 20260429083844NAL0010723841001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Lucky GOAT LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score