Plan Snapshot
- Plan Sponsor: Lux Enterprises, INC.
- Sponsor EIN: 752885092
- Sponsor Address: 14841 DALLAS PARKWAY, DALLAS, TX, 75254
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $16.9M
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 | 195 | $16.9M | $122,462 | $889,650 |
| 2023 | 212 | $15.8M | $129,741 | $954,972 |
| 2022 | 265 | $14.0M | $228,322 | $955,643 |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY, L.L.P. | Auditor | $17,250 | — | $17,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,250
- Estimated Expense Ratio: 0.102% 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 | $65,830 | — | $1,380 | $17,250 | — |
| 2023 | $73,693 | — | $5,835 | $16,420 | — |
| 2022 | $54,628 | — | $54,628 | — | — |