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Sponsor portfolio

LUCKY 7 TRADING LLC

EIN 45-4916520-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$292K assets
Welfare
0
Participants
6
3906 DELTA AVE. - ROSEMEAD, CA 91770626-758-2881lucky7racing.netLinkedIn1-10 employees
Plans on this EIN
2 filings
#001CashBalance-$209K - 3 part#002401k-$83K - 3 part

Retirement portfolio analytics

2 plans aggregated / $292K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • TRADING LLC PENSION (#001)71%
  • LLC RETIREMENT PLAN (#002)29%
Total $292KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRADING LLC PENSION (#001)3
  • LLC RETIREMENT PLAN (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LUCKY 7 TRADING LLC PENSION PLAN

CashBalance

Assets$209K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LUCKY 7 TRADING LLC RETIREMENT PLAN

401k

Assets$83K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LUCKY 7 TRADING LLC PENSION PLANCashBalance$209K32024
002LUCKY 7 TRADING LLC RETIREMENT PLAN401k$83K32024
Retirement plans
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