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  1. Companies/
  2. FLIP AND LUCKY, INC.
Sponsor portfolio

FLIP AND LUCKY, INC.

EIN 95-4525119-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
5
ALTMAN GREENFIELD AND SELVAGGI, 200 PARK AVENUE SOUTH, 8TH FLOOR - NEW YORK, NY 10003212-768-4500
Plans on this EIN
2 filings
#002401k-$3.6M - 2 part#003CashBalance-$3.5M - 3 part

Retirement portfolio analytics

2 plans aggregated / $7.1M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PROFIT SHARING PLAN (#002)51%
  • LUCKY, INC. PENSION (#003)49%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LUCKY, INC. PENSION (#003)3
  • PROFIT SHARING PLAN (#002)2
Total 5Click 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

FLIP AND LUCKY, INC. PROFIT SHARING PLAN

401k

Assets$3.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FLIP AND LUCKY, INC. PENSION PLAN

CashBalance

Assets$3.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FLIP AND LUCKY, INC. PROFIT SHARING PLAN401k$3.6M22025
003FLIP AND LUCKY, INC. PENSION PLANCashBalance$3.5M32025
Retirement plans
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