P 401(k) Plan Report

Stable plan record

LUCE, SCHWAB & KASE, INC. 401(K) PROFIT SHARING PLAN

Sponsored by LUCE, SCHWAB & KASE, INC. · EIN/PN 221614374-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,734
Administrative cost per participant
2025
$1,014
Active participants
2025
62
Total plan assets
2025
$12,227,186
Participant loans as a share of assets
2025
0.9%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260324144916NAL000557480200162$3,734
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.