Plan Snapshot
- Plan Sponsor: Lumanity INC.
- Sponsor EIN: 844706053
- Sponsor Address: 790 TOWNSHIP LINE ROAD, YARDLEY, PA, 19067
- Plan Type: 401(k)
- Total Participants: 384
- Total Assets: $48.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 384 | $48.9M | $1.4M | $4.5M |
| 2023 | 403 | $43.8M | $1.3M | $4.4M |
| 2022 | 459 | $34.1M | $1.2M | $3.3M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | RETAINED BY EMPLOYER | $66,453 | — | $66,453 |
| JOHN HANCOCK | RETAINED BY EMPLOYER | $48,442 | — | $48,442 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — RETAINED BY EMPLOYER
- JOHN HANCOCK — RETAINED BY EMPLOYER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,895
- Estimated Expense Ratio: 0.235% 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 | $114,895 | $66,453 | $48,442 | — | — |
| 2023 | $129,042 | $83,623 | $45,419 | — | — |
| 2022 | $93,619 | $68,382 | $25,237 | — | — |