How big is Lucid Advisors, Inc.'s plan?

Lucid Advisors, Inc.'s plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20250620185818NAL0002444531001

Lucid Advisors, Inc.

Name: Lucid Advisors, Inc. — Lucid Advisors, Inc. 401(k), Form 5500 (2024)
Creator: Lucid Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucid Advisors, Inc. 401(k) Plan and Trust

401(k) retirement plan · Lucid Advisors, Inc.'s Lucid Advisors, Inc. 401(k) Plan and Trust held $1.5M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

GREG Ashihara signed Lucid Advisors, Inc.'s 2024 Form 5500 as plan administrator.

GREG Ashihara — 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

Lucid Advisors, Inc.'s EIN is 91-2050140.

EIN 91-2050140

Plan number 001

Plan year 2024

ACK ID 20250620185818NAL0002444531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lucid Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

LUCID ADVISORS, INC.

EIN

all filings

Address

2101 FOURTH AVENUE · SUITE 2130 · SEATTLE, WA · 98121

Phone

(206) 267-2222

Industry

Finance & Insurance

Plan administrator