Plan Snapshot
- Plan Sponsor: Lube Management Corp.
- Sponsor EIN: 870626642
- Sponsor Address: 7430 S CREEK RD STE 200, SANDY, UT, 84093
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $11.1M
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 | 269 | $11.1M | $308,213 | $452,598 |
| 2023 | 336 | $11.1M | $313,498 | $446,125 |
| 2022 | 327 | $9.9M | $325,537 | $452,611 |
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 |
|---|---|---|---|---|
| RICHY, MAY & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHY, MAY & COMPANY 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 | $2,270 | — | $2,270 | — | — |
| 2023 | $2,740 | — | $2,740 | — | — |
| 2022 | $1,666 | — | $1,666 | — | — |