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Sponsor portfolio

LUCAS SYSTEMS, INC.

EIN 57-0960030-information technology and services-Latest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
60
123 GRACE DRIVE - EASLEY, SC 29640864-288-9122lucaspos.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$4.2M - 43 part#004CashBalance-$522K - 17 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 60 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PLAN & TRUST (#001)89%
  • CASH BALANCE PLAN (#004)11%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)43
  • CASH BALANCE PLAN (#004)17
Total 60Click 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

LUCAS SYSTEMS, INC. PROFIT SHARING 401(K) PLAN & TRUST

401k

Assets$4.2M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

LUCAS SYSTEMS, INC. CASH BALANCE PLAN

CashBalance

Assets$522K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LUCAS SYSTEMS, INC. PROFIT SHARING 401(K) PLAN & TRUST401k$4.2M432024
004LUCAS SYSTEMS, INC. CASH BALANCE PLANCashBalance$522K172024
Retirement plans
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