Plan Snapshot
- Plan Sponsor: Lumina Solar, INC.
- Sponsor EIN: 825260016
- Sponsor Address: 3600 COMMERCE DRIVE, SUITE 601, BALTIMORE, MD, 21227
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 135 | $4.3M | $374,893 | $722,971 |
| 2023 | 163 | $2.9M | $320,737 | $618,753 |
| 2022 | 35 | $1.6M | $263,549 | $371,503 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS | Recordkeeper | $19,158 | — | $19,158 |
| ADMIN GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $16,784 | — | $16,784 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS — Recordkeeper
- ADMIN GROUP, LLC DBA TAG RESOURCES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,942
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 |
|---|---|---|---|---|---|
| 2025 | $10,703 | — | — | — | — |
| 2024 | $35,942 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |