Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Lucas Builders, Inc.
EIN 20-2142933constructionLatest filing 2025
Plans
2
Retirement
2
$778K assets
Welfare
0
Participants
29
510 E JAMIE AVENUE - LA HABRA, CA 90631714-888-8468lucascompany.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $778K assets / 29 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LUCAS BUILDERS, INC. 401(K) PLAN
401(k)
Assets$400K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LUCAS BUILDERS, INC. CASH BALANCE PLAN
Cash balance
Assets$378K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUCAS BUILDERS, INC. 401(K) PLAN | 401(k) | $400K | 16 | 2025 | |
| 002 | LUCAS BUILDERS, INC. CASH BALANCE PLAN | Cash balance | $378K | 13 | 2025 |
Retirement plans