# Luma Energy, LLC 401(k) Plan
Source: https://planprovider.pro/companies/luma-energy-llc-401k-plan

> Luma Energy, LLC's 401(k) plan: 3,715 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Luma Energy, LLC

- **Sponsor EIN:** 660940278

- **Sponsor Address:** P.O. BOX 364267, SAN JUAN, PR, 00936

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

- **Total Participants:** 3,715

- **Total Assets:** $75.7M

## 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|3,715|$75.7M|$7.1M|$10.3M|

| 2023|2,631|$52.0M|$7.5M|$9.7M|

| 2022|3,216|$26.4M|$7.0M|$8.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$30,575|—|$30,575|

| STRATEGIC ADVISORS, INC.|ADVISOR|$25,235|—|$25,235|

| GALINDEZ, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [GALINDEZ, LLC](https://planprovider.pro/provider/galindez-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,810

- **Estimated Expense Ratio:** 0.074% 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|$55,810|$25,235|—|—|—|

| 2023|$50,385|$18,335|—|—|—|

| 2022|$14,587|$5,672|—|—|—|

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