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  2. R. Lacy Services, Ltd.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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R. Lacy Services, Ltd.

EIN 20-2002323-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$77.3M assets
Health & Benefits
1
$316K premiums
Participants
301
222 E. TYLER STREET - LONGVIEW, TX 75601903-758-7276rlacy.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
3 filings
#002401(k)-$42.2M - 107 part#001Cash balance-$35.1M - 112 part#501Mixed-$316K - 113 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $77.3M assets / 219 participants

Assets by plan

Share of aggregate retirement assets

  • SERVICES, LTD. 401(K) (#002)$42.2M
  • LTD. RETIREMENT PLAN (#001)$35.1M
Total $77.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • LTD. RETIREMENT PLAN (#001)112
  • SERVICES, LTD. 401(K) (#002)107
Total 219Select a row to open it

Benefits portfolio analytics

1 plan / $316K premiums / 113 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$316K
  • Short-term disability$154K
  • Long-term disability$154K
Total $316K3 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

R. LACY SERVICES, LTD. 401(K) PLAN

401(k)

Assets$42.2M
Participants107
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

R. LACY SERVICES, LTD. RETIREMENT PLAN

Cash balance

Assets$35.1M
Participants112
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

R. LACY SERVICES, LTD. EMPLOYEE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$316K
Covered lives113
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002R. LACY SERVICES, LTD. 401(K) PLAN401(k)$42.2M1072025
#001R. LACY SERVICES, LTD. RETIREMENT PLANCash balance$35.1M1122025
  • R. LACY SERVICES, LTD. 401(K) PLAN$42.2M
    #002 · 401(k) · 2025107
  • R. LACY SERVICES, LTD. RETIREMENT PLAN$35.1M
    #001 · Cash balance · 2025112

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501R. LACY SERVICES, LTD. EMPLOYEE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$316K1132025
  • R. LACY SERVICES, LTD. EMPLOYEE BENEFIT PLAN$316K
    #501 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2025113
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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