# Lux Research, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lux-research-inc-401k-plan

> Lux Research, INC.'s 401(k) plan: 54 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lux Research, INC.

- **Sponsor EIN:** 920201219

- **Sponsor Address:** 100 FRANKLIN STREET SUITE 901, BOSTON, MA, 02110

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

- **Total Participants:** 54

- **Total Assets:** $7.4M

## 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|54|$7.4M|$157,423|$633,169|

| 2023|55|$6.8M|$144,979|$681,647|

| 2022|58|$5.2M|$85,468|$622,033|

## 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|

| EMPOWER LIFE & ANNUITY INSURANCE CO|RECORDKEEPER|$19,355|—|$19,355|

| AAFCPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [AAFCPAS](https://planprovider.pro/provider/aafcpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,355

- **Estimated Expense Ratio:** 0.262% 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|$23,112|$3,757|—|—|—|

| 2023|$19,449|$2,706|—|—|—|

| 2022|$21,965|—|$21,965|—|—|

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