# Luck Stone Corporation DB Plan
Source: https://planprovider.pro/companies/luck-stone-corporation-plan-001

> Luck Stone Corporation&#39;s DB plan: 921 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Luck Stone Corporation

- **Sponsor EIN:** 540630628

- **Sponsor Address:** PO BOX 29682, RICHMOND, VA, 232420682

- **Plan Type:** DB

- **Total Participants:** 921

- **Total Assets:** $125.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|921|$125.2M|$0|$0|

| 2023|876|$101.9M|$0|$0|

## 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|

| PBMARLES, LLP|Auditor|$21,675|—|$21,675|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PBMARLES, LLP](https://planprovider.pro/provider/pbmares-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,675

- **Estimated Expense Ratio:** 0.017% of plan assets

### 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|$611,865|$304,297|—|$21,675|—|

| 2023|$606,627|—|—|—|$204,779|

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