Plan Snapshot
- Plan Sponsor: Lucchese, INC.
- Sponsor EIN: 752769176
- Sponsor Address: 40 WALTER JONES BLVD, EL PASO, TX, 79906
- Plan Type: 401(k)
- Total Participants: 664
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 664 | $6.9M | $587,962 | $942,159 |
| 2023 | 617 | $5.8M | $457,969 | $704,337 |
| 2022 | 554 | $4.4M | $215,817 | $505,901 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ALEXANDER & WILLIAMS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALEXANDER & WILLIAMS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $67,676 | $21,168 | — | — | — |
| 2023 | $54,105 | $18,306 | — | — | — |
| 2022 | $51,403 | — | — | — | — |