Plan Snapshot
- Plan Sponsor: Lumin8 Holdings, LLC
- Sponsor EIN: 850917486
- Sponsor Address: 3049 EXECUTIVE PARKWAY, LEHI, UT, 84043
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $365,793
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 0 | $365,793 | $3,463 | $5,037 |
| 2023 | 355 | $584,338 | $127,937 | $157,436 |
| 2022 | 397 | $1.5M | $393,149 | $716,526 |
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 |
|---|---|---|---|---|
| BAS PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS — Auditor
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 | $8,585 | $1,799 | $6,693 | — | — |
| 2023 | $13,452 | $3,301 | $6,494 | — | — |
| 2022 | $12,552 | $3,532 | $9,020 | — | — |