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LUCAS SPECIALTY ROCK & SAND CO, INC — LUCAS SPECIALTY ROCK & SAND CO., INC. PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250207165213NAL0014215825001
LUCAS SPECIALTY ROCK & SAND CO, INC
Form 5500-SF
FILING_RECEIVED
LUCAS SPECIALTY ROCK & SAND CO., INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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 SPECIALTY ROCK & SAND CO, INC
.
Find decision makers
Plan sponsor
Name
LUCAS SPECIALTY ROCK & SAND CO, INC
EIN
95-2963244
Address
11105 REDWOOD AVENUE · FONTANA, CA · 92337
Phone
(909) 350-2285
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-02-07
Pension benefit codes
2E · Profit-sharing
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.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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