· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LUCAS DEVELOPMENT CORP. — LUCAS DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240710123554NAL0008585587005
LUCAS DEVELOPMENT CORP.
Form 5500-SF
FILING_RECEIVED
LUCAS DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LUCAS DEVELOPMENT CORP.
.
Find decision makers
Plan sponsor
Name
LUCAS DEVELOPMENT CORP.
EIN
95-2571414
Address
1111 QUAIL STREET · NEWPORT BEACH, CA · 92660
Phone
(949) 274-0221
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-10
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)
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
VET PRIDE SERVICES, INC.
VET PRIDE SERVICES, INC. 401(K) PLAN
$4.3M · 254 participants
CRANE TECHNOLOGIES GROUP INC
CRANE TECHNOLOGIES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
$4.3M · 46 participants
PAULY JAIL BUILDING COMPANY, INC.
PAULY JAIL BUILDING COMPANY, INC. 401(K) PLAN
$4.3M · 18 participants
LETHERER TRUSS, INC.
LETHERER TRUSS, INC. 401(K) PLAN
$4.3M · 66 participants
CLEARWATER SUMMIT GROUP, INC.
CLEARWATER SUMMIT GROUP, INC. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.3M · 119 participants
REEVE-KNIGHT CONSTRUCTION, INC.
REEVE-KNIGHT CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
$4.3M · 44 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
