# Lumina Foods, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lumina-foods-llc-401k-plan

> Lumina Foods, LLC's 401(k) plan: 199 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Lumina Foods, LLC

- **Sponsor EIN:** 262264811

- **Sponsor Address:** 2967 SIDCO DRIVE, NASHVILLE, TN, 37204

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

- **Total Participants:** 199

- **Total Assets:** $13.2M

## 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.|

| 2023|199|$13.2M|$499,401|$1.2M|

| 2022|370|$10.5M|$437,500|$1.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$103,194|—|$103,194|

| JANNEY MONTGOMERY SCOTT LLC|ADVISOR|$41,068|—|$41,068|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [JANNEY MONTGOMERY SCOTT LLC](https://planprovider.pro/provider/janney-montgomery-scott-llc) — ADVISOR

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $144,262

- **Estimated Expense Ratio:** 1.096% 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|

| 2023|$72,131|$20,534|—|—|—|

| 2022|$67,081|—|—|—|—|

## Similar Plans

- [Tbhc Delivers, LLC](https://planprovider.pro/companies/tbhc-delivers-llc-401k-plan) — 246 participants

- [Radiation Billing Solutions, INC.](https://planprovider.pro/companies/radiation-billing-solutions-inc-401k-plan) — 152 participants

- [Radiation Billing Solutions, INC.](https://planprovider.pro/companies/radiation-billing-solutions-inc-plan) — 129 participants

- [Hamilton-Ryker Group, INC.](https://planprovider.pro/companies/hamilton-ryker-group-inc-plan-002) — 83 participants

- [Dbh Distributing, LLC](https://planprovider.pro/companies/dbh-distributing-llc-401k-plan) — 70 participants

- [Lusa Associates INC.](https://planprovider.pro/companies/lusa-associates-inc-401k-plan) — 42 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lumina-foods-llc-401k-plan)

© 2026 PlanProvider.Pro