Lucas Financial Services 401k Plan

Wealthminder's Take

Lucas Financial Services 401k Plan at Lucas Financial Services in the Finance and Insurance industry has an unknown number of investment options, and a total of $309,801.00 in assets. With 4 participants, the Lucas Financial Services 401k Plan has an average balance per participant of $77,450.25.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
37
Your Plan
83

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
42
Company Match Level
19
Employee Participation Rate
37
Employee Contribution Level
51
Average Balance Size
38
Lucas Financial Services Details
Address
947 Worthington Woods Loop
Worthington, OH 43085
Telephone
614-840-9770
Total Assets
$309,801.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
4
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
Want professional advice on your Lucas Financial Services 401k Plan? Request free proposals from financial advisors today.
Do you work at Lucas Financial Services? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.