Sponsor portfolio
LUCAS GROUP CPAS + ADVISORS, LLC
EIN 27-3238017financial servicesLatest filing 2024
Plans
1
Retirement
1
$931K assets
Welfare
0
Participants
24
1617 TEMPLE LANE - ROCKFORD, IL 61112815-964-9955lucasgroupcpas.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUCAS GROUP 401(K) PLAN | 401k | $931K | 24 | 2024 |
Retirement plans