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  2. LUCKY'S ENERGY SERVICE, INC.
Sponsor portfolio

LUCKY'S ENERGY SERVICE, INC.

EIN 80-0555157-oil & energy-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
46
1009 TAMARAC DRIVE - CARPENTERSVILLE, IL 60110847-994-3010luckysenergy.comLinkedIn11-50 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$2.3M - 26 part#002CashBalance-$809K - 20 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFIT SHARING PLAN (#001)74%
  • CASH BALANCE PLAN (#002)26%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)26
  • CASH BALANCE PLAN (#002)20
Total 46Click 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'S ENERGY SERVICE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.3M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

LUCKY'S ENERGY SERVICE, INC. CASH BALANCE PLAN

CashBalance

Assets$809K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LUCKY'S ENERGY SERVICE, INC. 401(K) PROFIT SHARING PLAN401k$2.3M262025
002LUCKY'S ENERGY SERVICE, INC. CASH BALANCE PLANCashBalance$809K202024
Retirement plans
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