# Luks And Santaniello, LLC 401(k) Plan
Source: https://planprovider.pro/companies/luks-and-santaniello-llc-401k-plan

> Luks And Santaniello, LLC's 401(k) plan: 351 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Luks And Santaniello, LLC

- **Sponsor EIN:** 260010386

- **Sponsor Address:** 110 SE 6TH STREET 20TH FLOOR, FORT LAUDERDALE, FL, 33301

- **Plan Type:** 401(k)

- **Total Participants:** 351

- **Total Assets:** $13.7M

## 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|351|$13.7M|$270,485|$1.8M|

| 2023|273|$10.7M|$221,616|$1.5M|

| 2022|238|$8.4M|$182,816|$1.2M|

## 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|

| AMERIPRISE FINANCIAL SERVICES LLC|BROKER/ADVISER|—|$47,013|$47,013|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$16,990|—|$16,990|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$7,858|—|$7,858|

| COHNREZNICK, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,861

- **Estimated Expense Ratio:** 0.525% 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|$71,860|$54,870|—|—|—|

| 2023|$55,193|$5,763|—|—|—|

| 2022|$47,927|—|$47,927|—|—|

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