Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUCAS AND CAVALIER, LLC
EIN 23-3033848legal servicesLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
21
1500 WALNUT STREET, SUITE # 502 - PHILADELPHIA, PA 19102215-751-9192lucascavalier.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 21 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 AND CAVALIER, LLC 401(K) PS PLAN
401k
Assets$2.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LUCAS AND CAVALIER, LLC PENSION PLAN
CashBalance
Assets$1.1M
Participants10
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 AND CAVALIER, LLC 401(K) PS PLAN | 401k | $2.0M | 11 | 2024 | |
| 002 | LUCAS AND CAVALIER, LLC PENSION PLAN | CashBalance | $1.1M | 10 | 2024 |
Retirement plans