Plan Snapshot
- Plan Sponsor: Lux Global Label Company, LLC
- Sponsor EIN: 820924538
- Sponsor Address: 2025 JOSHUA ROAD, LAFAYETTE HILL, PA, 19444
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $97,702 | $648,854 |
| 2022 | 147 | $9.2M | $90,912 | $635,426 |
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 |
|---|---|---|---|---|
| BANK OF AMERICA NA | Investment Advisor | $29,949 | — | $29,949 |
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $17,169 | — | $17,169 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,118
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 |
|---|---|---|---|---|---|
| 2023 | $42,063 | — | — | — | — |
| 2022 | $51,253 | — | — | — | — |