Plan Snapshot
- Plan Sponsor: Lumin8 Transportation Technologies, LLC
- Sponsor EIN: 841044047
- Sponsor Address: 5920 LAMAR STREET, ARVADA, CO, 80003
- Plan Type: 401(k)
- Total Participants: 358
- Total Assets: $19.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 358 | $19.6M | $141,235 | $974,623 |
| 2023 | 288 | $16.3M | $259,038 | $931,550 |
| 2022 | 260 | $14.3M | $195,950 | $990,726 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $45,319 | — | $45,319 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $34,643 | — | $34,643 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,962
- Estimated Expense Ratio: 0.407% 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 | $79,962 | $34,643 | — | — | — |
| 2023 | $67,718 | $29,232 | — | — | — |
| 2022 | $53,878 | — | $53,878 | — | — |