# Lumanity INC. 401(k) Plan
Source: https://planprovider.pro/companies/lumanity-inc-401k-plan

> Lumanity INC.'s 401(k) plan: 384 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/raymond-james-financial-inc) — RETAINED BY EMPLOYER

- [JOHN HANCOCK](https://planprovider.pro/provider/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|—|—|

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