# Lucky Services 401(k) Plan
Source: https://planprovider.pro/companies/lucky-services-401k-plan

> Lucky Services's 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lucky Services

- **Sponsor EIN:** 850347685

- **Sponsor Address:** 6210 LOVINGTON HIGHWAY, HOBBS, NM, 88240

- **Plan Type:** 401(k)

- **Total Participants:** 115

- **Total Assets:** $3.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|115|$3.8M|$0|$0|

| 2023|82|$3.0M|$0|$0|

## 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|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

## Similar Plans

- [Mack Energy Corporation](https://planprovider.pro/companies/mack-energy-corporation-plan-002) — 93 participants

- [Dugan Production Corporation](https://planprovider.pro/companies/dugan-production-corporation-401k-plan) — 160 participants

- [Chase Petroleum Services & Supply, LLC.](https://planprovider.pro/companies/chase-petroleum-services-supply-llc-401k-plan) — 180 participants

- [Hanson Operating Company, INC.](https://planprovider.pro/companies/hanson-operating-company-inc-plan) — 11 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lucky-services-401k-plan)

© 2026 PlanProvider.Pro