Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolio
LUCKETT & FARLEY HOLDING COMPANY
EIN 46-1647927architecture & planningLatest filing 2024
Plans
2
Retirement
2
$20.3M assets
Welfare
0
Participants
318
737 SOUTH THIRD STREET - LOUISVILLE, KY 40202502-585-4181luckett-farley.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.3M assets / 318 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
LUCKETT & FARLEY 401(K) PLAN
401k
Assets$10.2M
Participants123
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT
ESOP
Assets$10.1M
Participants195
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 | LUCKETT & FARLEY 401(K) PLAN | 401k | $10.2M | 123 | 2024 | |
| 002 | LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT | ESOP | $10.1M | 195 | 2024 |
Retirement plans