Original filing (PDF)20250207165213NAL0014215825001

LUCAS SPECIALTY ROCK & SAND CO, INC

Name: LUCAS SPECIALTY ROCK & SAND CO, INC — LUCAS SPECIALTY ROCK & SAND CO., INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: 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

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUCAS SPECIALTY ROCK & SAND CO, INC.

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 Tradesee 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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