Plan Snapshot
- Plan Sponsor: Lutron Electronics Co., INC.
- Sponsor EIN: 231599902
- Sponsor Address: 7200 SUTER ROAD, COOPERSBURG, PA, 180361299
- Plan Type: 401(k)
- Total Participants: 2,233
- Total Assets: $764.6M
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 | 2,233 | $764.6M | $25.2M | $20.5M |
| 2023 | 2,298 | $676.9M | $25.4M | $19.9M |
| 2022 | 2,221 | $560.3M | $23.9M | $18.6M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $25,865 | — | — | — | — |
| 2023 | $20,844 | — | — | — | — |
| 2022 | $15,201 | — | — | — | — |