Plan Snapshot
- Plan Sponsor: Luna Care INC.
- Sponsor EIN: 824628365
- Sponsor Address: 6030 W. OAKS BLVD, SUITE 210, ROCKLIN, CA, 95765
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $2.0M
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 | 260 | $2.0M | $0 | $770,429 |
| 2023 | 128 | $1.2M | $0 | $509,418 |
| 2022 | 101 | $560,860 | $0 | $317,005 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $9,763 | — | $9,763 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,763
- Estimated Expense Ratio: 0.484% 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 | $9,763 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |