# Lusa Associates INC. 401(k) Plan
Source: https://planprovider.pro/companies/lusa-associates-inc-401k-plan

> Lusa Associates INC.'s 401(k) plan: 42 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lusa Associates INC.

- **Sponsor EIN:** 522304111

- **Sponsor Address:** 1104 TUSCULUM BLVD., GREENEVILLE, TN, 37745

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

- **Total Participants:** 42

- **Total Assets:** $2.1M

## 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|42|$2.1M|$28,370|$56,899|

| 2023|38|$2.0M|$27,727|$56,638|

| 2022|60|$1.8M|$57,621|$46,130|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$16,769|$1,309|$18,078|

| ERICKSON DEMEL & ASSOCIATES, PLLC|NONE|$16,250|—|$16,250|

| CAMBRIDGE INVESTMENT RESEARCH, INC.|NONE|$10,227|—|$10,227|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [ERICKSON DEMEL & ASSOCIATES, PLLC](https://planprovider.pro/provider/erickson-demel-and-associates-pllc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,555

- **Estimated Expense Ratio:** 2.120% 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|$43,246|$10,227|$16,769|$16,250|—|

| 2023|$41,393|$9,597|$16,296|$15,500|—|

| 2022|$58,737|—|—|—|$58,737|

## Similar Plans

- [Hunt Brothers Pizza, LLC](https://planprovider.pro/companies/hunt-brothers-pizza-llc-401k-plan) — 26 participants

- [Jones Management Services, LLC](https://planprovider.pro/companies/jones-management-services-llc-401k-plan) — 26 participants

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

- [Wise Owlz INC.](https://planprovider.pro/companies/wise-owlz-inc-plan) — 2 participants

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

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

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lusa-associates-inc-401k-plan)

© 2026 PlanProvider.Pro