Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
KEVIN P. LUCAS, D.D.S., LTD.
EIN 36-4108214Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
27
476 E. OXFORD ROAD - NORTH BARRINGTON, IL 60010847-955-9444
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 27 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
KEVIN P. LUCAS, D.D.S., LTD. 401(K) PLAN
401k
Assets$3.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEVIN P. LUCAS, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$2.1M
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 | KEVIN P. LUCAS, D.D.S., LTD. 401(K) PLAN | 401k | $3.7M | 14 | 2024 | |
| 002 | KEVIN P. LUCAS, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $2.1M | 13 | 2024 |
Retirement plans