Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUK ASSOCIATES
EIN 68-0277638civil engineeringLatest filing 2025
Plans
2
Retirement
2
$12.9M assets
Welfare
0
Participants
37
738 ALFRED NOBEL DRIVE - HERCULES, CA 94547510-724-3388lukassociates.comLinkedIn11-50 employeescivil engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.9M assets / 37 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#005
LUK AND ASSOCIATES PROFIT SHARING PLAN
401k
Assets$7.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
LUK AND ASSOCIATES PENSION PLAN
CashBalance
Assets$5.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | LUK AND ASSOCIATES PROFIT SHARING PLAN | 401k | $7.3M | 17 | 2025 | |
| 006 | LUK AND ASSOCIATES PENSION PLAN | CashBalance | $5.6M | 20 | 2025 |
Retirement plans