Plan Snapshot
- Plan Sponsor: Lumacorp, INC.
- Sponsor EIN: 751954636
- Sponsor Address: 5151 BELT LINE RD,, DALLAS, TX, 75254
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $7.7M
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 | 180 | $7.7M | $135,472 | $677,355 |
| 2023 | 139 | $7.3M | $125,802 | $629,006 |
| 2022 | 146 | $6.5M | $131,591 | $657,950 |
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 |
|---|---|---|---|---|
| SALMON SIMS THOMAS & ASSOCIATES | 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 | $16,604 | $7,086 | — | — | — |
| 2023 | $17,468 | $8,328 | — | — | — |
| 2022 | $19,694 | $6,550 | — | — | — |