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JOSEPH P. LUCIA & ASSOCIATES LLC

EIN 26-2909413-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.8M assets
Welfare
0
Participants
6
3505 HILL BLVD SUITE J - YORKTOWN HEIGHTS, NY 10598914-352-6600luciaandassociates.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.8M - 6 part

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Retirement#001

JOSEPH P. LUCIA & ASSOCIATES LLC 401K

401k

Assets$3.8M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOSEPH P. LUCIA & ASSOCIATES LLC 401K401k$3.8M62025
Retirement plans
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