Original filing (PDF)20251016071407NAL0003091475001

LUCKY'S TRUCK AND TRAILER SALES INC

Name: LUCKY'S TRUCK AND TRAILER SALES INC — LUCKY'S TRUCK AND TRAILER SALES INC. 401(K) PLAN, Form 5500 (2024)
Creator: LUCKY'S TRUCK AND TRAILER SALES INC

Form 5500

FILING_RECEIVED

LUCKY'S TRUCK AND TRAILER SALES INC. 401(K) PLAN

401(k) retirement plan

Active participants

116

Accounts w/ balance

141

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUCKY'S TRUCK AND TRAILER SALES INC.

Plan sponsor

Name

LUCKY'S TRUCK AND TRAILER SALES INC

EIN

88-4232450

Address

5636 HORATIO STREET · UTICA, NY · 13502

Phone

(315) 732-4300

Industry

Retail Tradesee all

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES, LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-16

Pension benefit codes

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$20K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$429	—

Investments

2 pooled funds· $4.2M(63% 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.

			% of plan
EMPOWEER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7326992 / PN 110	Common Collective Trust	$3.9M	59.0%
EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7319764 / PN 111	Common Collective Trust	$253K	3.8%