Plan Snapshot
- Plan Sponsor: Luminator Technology Group, INC.
- Sponsor EIN: 562447018
- Sponsor Address: 900 KLEIN ROAD, PLANO, TX, 75074
- Plan Type: 401(k)
- Total Participants: 348
- Total Assets: $30.7M
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. |
|---|---|---|---|---|
| 2024 | 348 | $30.7M | $1.0M | $2.1M |
| 2023 | 288 | $28.0M | $850,475 | $1.7M |
| 2022 | 342 | $25.6M | $855,514 | $1.6M |
| 2019 | 68 | $3.9M | $0 | $0 |
| 2018 | 107 | $3.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $17,143 | — | $17,143 |
| LPL FINANCIAL RPCP | NONE | $15,000 | — | $15,000 |
| SOUND CONSULTING SERVICES | NONE | $6,891 | — | $6,891 |
| WINDHAM BRANNON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,034
- Estimated Expense Ratio: 0.127% 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 | $39,033 | $21,890 | $17,143 | — | — |
| 2023 | $66,772 | $26,211 | $40,561 | — | — |
| 2022 | $61,065 | — | $61,065 | — | — |
| 2019 | $8,654 | — | $8,654 | — | — |
| 2018 | $8,096 | — | $8,096 | — | — |