Plan Snapshot
- Plan Sponsor: Lumina Foundation For Education, INC.
- Sponsor EIN: 351813228
- Sponsor Address: PO BOX 1806, INDIANAPOLIS, IN, 462061806
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $23.9M
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 | 99 | $23.9M | $548,793 | $973,521 |
| 2023 | 55 | $20.2M | $495,607 | $843,979 |
| 2022 | 51 | $17.0M | $446,837 | $727,074 |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | -$8,936 | — | — | — | — |
| 2023 | -$14,157 | — | — | — | — |
| 2022 | -$14,490 | — | — | — | — |