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PACIOLI, LLC

EIN 85-3863598-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
25
240 LEIGH FARM ROAD, STE 400 - DURHAM, NC 27707919-755-3287
Plans on this EIN
1 filing
#001401k-$1.6M - 25 part

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Retirement#001

LUCA PARTNERS 401(K) PROFIT SHARING PLAN

401k

Assets$1.6M
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LUCA PARTNERS 401(K) PROFIT SHARING PLAN401k$1.6M252024
Retirement plans
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