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Sponsor portfolio

LIL LUCY INC

EIN 81-0936394-Agriculture, Forestry, Fishing and Hunting-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
4
2929 LOMITAS AVENUE - SANTA ROSA, CA 95404415-847-1829
Plans on this EIN
2 filings
#002TraditionalDB-$1.0M - 2 part#001401k-$528K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PLAN & TRUST (#002)66%
  • PLAN & TRUST (#001)34%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)2
  • PLAN & TRUST (#001)2
Total 4Click 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#002

LIL' LUCY INC DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$1.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

LIL' LUCY INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$528K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LIL' LUCY INC DEFINED BENEFIT PLAN & TRUSTTraditionalDB$1.0M22024
001LIL' LUCY INC 401(K) PROFIT SHARING PLAN & TRUST401k$528K22024
Retirement plans
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