# Luth Research, LLC 401(k) Plan
Source: https://planprovider.pro/companies/luth-research-llc-401k-plan

> Luth Research, LLC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Luth Research, LLC

- **Sponsor EIN:** 203425013

- **Sponsor Address:** 404 CAMINO DEL RIO S, STE 505, SAN DIEGO, CA, 92108

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$0|$140,477|

| 2023|100|$1.7M|$0|$223,455|

| 2022|88|$1.4M|$0|$257,716|

## 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|

| DUFFY KRUSPODIN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DUFFY KRUSPODIN, LLP](https://planprovider.pro/provider/duffy-kruspodin-llp) — Auditor

## 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|$45,342|—|$45,342|—|—|

| 2023|$28,626|—|$28,626|—|—|

| 2022|$22,797|—|$22,797|—|—|

## Similar Plans

- [Fuel Cycle INC.](https://planprovider.pro/companies/fuel-cycle-inc-401k-plan) — 104 participants

- [Ams Ventures, INC (Dba Nichols Research)](https://planprovider.pro/companies/ams-ventures-inc-dba-nichols-research-401k-plan) — 48 participants

- [Answerlab, LLC](https://planprovider.pro/companies/answerlab-llc-401k-plan) — 170 participants

- [Outsell, INC.](https://planprovider.pro/companies/outsell-inc-401k-plan) — 14 participants

- [Marshall/Plumb Research Associates, INC.](https://planprovider.pro/companies/marshall-plumb-research-associates-inc-401k-plan) — 10 participants

- [The Craftsman Agency, Co.](https://planprovider.pro/companies/the-craftsman-agency-co-401k-plan) — 7 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/luth-research-llc-401k-plan)

© 2026 PlanProvider.Pro