Plan Snapshot
- Plan Sponsor: Lubricar, INC.
- Sponsor EIN: 742836651
- Sponsor Address: 3520 CALLE CUERVO NW, ALBUQUERQUE, NM, 87114
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $6.1M
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 | 231 | $6.1M | $72,154 | $435,893 |
| 2023 | 224 | $5.0M | $73,363 | $376,228 |
| 2022 | 253 | $5.2M | $55,303 | $337,466 |
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 |
|---|---|---|---|---|
| PULAKOS, CPAS | Auditor | — | — | $0 |
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 | $3,310 | — | — | — | — |
| 2023 | $4,288 | — | $4,288 | — | — |
| 2022 | $2,654 | — | — | — | $2,654 |