Lucky's Truck and Trailer Sales 401(k) match, vesting and fees
What Lucky's Truck and Trailer Sales' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Tss Financial Partners, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Lucky's Truck and Trailer Sales: employer contribution per participant | $1,942 | |
| Peer median | $1,216 |
| Lucky's Truck and Trailer Sales: average balance | $46,991 | |
| Peer median | $50,590 |
| Lucky's Truck and Trailer Sales: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.8M at the end of plan year 2023 to $6.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 145 | $6.6M | $274K | $1,942 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 133 | $5.8M | $248K | $1,875 | 0.31% | Not published | 5500-SF ↗ |
Common questions
Does Lucky's Truck and Trailer Sales match 401(k) contributions?
The match terms for the Lucky'S Truck and Trailer Sales Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $274K in employer contributions, about $1,942 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lucky's Truck and Trailer Sales 401(k) match vested?
The vesting schedule for the Lucky'S Truck and Trailer Sales Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lucky's Truck and Trailer Sales 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance Co. The plan administrator is Northeast Retirement Services, LLC.
I left Lucky's Truck and Trailer Sales. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northeast Retirement Services, LLC, (781) 983-5059) or the recordkeeper, Empower Life & Annuity Insurance Co. The Lucky's Truck and Trailer Sales old 401(k) page lists the contacts from every plan filing. Find an old Lucky's Truck and Trailer Sales 401(k)
Data from the public Form 5500 annual reports Lucky's Truck and Trailer Sales filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lucky's Truck and Trailer Sales. Not financial advice. Report a correction · Methodology