# Lumen Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lumen-technologies-inc-840928963-014

> 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:** 840928963

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

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

- **Plan Number:** 014

- **Total Participants:** 0

- **Total Assets:** $4.7B

## 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|$4.7B|$0|$0|

| 2023|0|$5.0B|$0|$0|

| 2022|0|$5.1B|$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|

| JP MORGAN INVESTMENT MANAGEMENT INC|Investment Advisor|$2,096,378|—|$2,096,378|

| PACIFIC INVESTMENT MANAGEMENT CO.|Investment Advisor|$1,200,409|—|$1,200,409|

| LEGG MASON, INC. AND SUBSIDIARIES|Investment Advisor|$1,083,482|—|$1,083,482|

| NORTHERN TRUST COMPANY|Custodian / Trustee|$988,684|—|$988,684|

| PGIM, INC.|Investment Advisor|$923,483|—|$923,483|

| MACQUARIE INVESTMENT MANAGEMENT ADV|Investment Advisor|$683,877|—|$683,877|

| NISA INVESTMENT ADVISORS L.L.C.|Investment Advisor|$460,108|—|$460,108|

| DOUBLELINE CAPITAL LP|Investment Advisor|$442,451|—|$442,451|

| PRUDENTIAL INSURANCE CO. OF AMERICA|Investment Advisor|$359,639|—|$359,639|

| PRUDENTIAL INSURANCE COMPANY OF AME|Investment Advisor|$334,008|—|$334,008|

| MOODY'S ANALYTICS|Other Service Provider|$157,376|—|$157,376|

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

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

| STATE STREET GLOBAL ADVISORS TRUST|Investment Advisor|$38,528|—|$38,528|

| ARBOR RESEARCH & TRADING, LLC|Other Service Provider|$13,500|—|$13,500|

| CAPITAL INTERNATIONAL, INC.|Investment Advisor|$13,215|—|$13,215|

| 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:

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

- [PGIM, INC.](https://planprovider.pro/provider/alight-solutions) — Investment Advisor

- [PRUDENTIAL INSURANCE CO. OF AMERICA](https://planprovider.pro/provider/empower) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,914,072

- **Estimated Expense Ratio:** 0.188% 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|$8,787,026|$7,495,247|—|—|—|

| 2023|$10,010,520|$9,050,869|—|—|—|

| 2022|$16,129,592|$14,659,809|$1,469,783|—|—|

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