# Lumen Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lumen-technologies-inc-223268918-006

> Lumen Technologies, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lumen Technologies, INC.

- **Sponsor EIN:** 223268918

- **Sponsor Address:** 100 CENTURYLINK DRIVE, MONROE, LA, 71203

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

- **Plan Number:** 006

- **Total Participants:** 0

- **Total Assets:** $6.5B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$6.5B|$0|$0|

| 2023|0|$6.4B|$0|$0|

| 2022|0|$6.0B|$0|$0|

## 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|

| LUMEN TECHNOLOGIES SERVICE GROUP|Recordkeeper|$1,382,106|$683|$1,382,789|

| CAPITAL INTERNATIONAL, INC.|Investment Advisor|$1,376,678|—|$1,376,678|

| JPMORGAN CHASE BANK, N.A.|Investment Advisor|$1,128,934|—|$1,128,934|

| MORNINGSTAR, INC.|Investment Advisor|$898,495|—|$898,495|

| NORTHERN TRUST COMPANY|Custodian / Trustee|$822,069|—|$822,069|

| INVESCO TRUST COMPANY|Investment Advisor|$660,535|—|$660,535|

| FIDUCIARY MANAGEMENT INC|Investment Advisor|$604,218|—|$604,218|

| MACQUARIE INVESTMENT MANAGEMENT ADV|Investment Advisor|$599,702|—|$599,702|

| BLACKROCK|Investment Advisor|$571,794|—|$571,794|

| JENNISON ASSOCIATES LLC|Investment Advisor|$470,547|—|$470,547|

| NEW YORK LIFE INSURANCE COMPANY|Investment Advisor|$469,726|—|$469,726|

| STATE STREET GLOBAL ADVISORS TRUST|Investment Advisor|$291,051|—|$291,051|

| BLOOMBERG FINANCE L.P.|Other Service Provider|$59,021|—|$59,021|

| TWO SIGMA INVESTOR SOLUTIONS, LP|Other Service Provider|$43,138|—|$43,138|

| COST EFFECTIVENESS MEASUREMENT INC|Other Service Provider|$22,000|—|$22,000|

| ARH GROUP DBA ARBOR RESEARCH & TRAD|Other Service Provider|$13,500|—|$13,500|

| EVESTMENT ALLIANCE, LLC|Other Service Provider|$11,325|—|$11,325|

| COMMITTEE ON INVESTMENT OF EMPLOYEE|Other Service Provider|$5,450|—|$5,450|

### Verified Provider Profiles

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

- [JPMORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

- [MORNINGSTAR, INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

- [JENNISON ASSOCIATES LLC](https://planprovider.pro/provider/alight-solutions) — Investment Advisor

- [NEW YORK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,430,972

- **Estimated Expense Ratio:** 0.145% 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|$9,977,984|$6,825,262|$1,377,510|—|—|

| 2023|$9,162,873|$6,480,765|$1,551,581|—|—|

| 2022|$12,281,214|$8,607,695|$2,516,786|—|$1,130,923|

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