Plan Ledger DOL Form 5500 · updated monthly

Lucas Systems, Inc.401(k)

LUCAS SYSTEMS INC. 401(K) PLAN · WEXFORD, PA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Lucas Systems, Inc. reported $1,150 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,562 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (2,206th of 3,651), and 7,710th of 11,654 in professional & technical services. In 2024, employees put in $2.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,952,276
Participants with balances123
Active participants75
Employer contributions$267,155
Employee contributions$705,490
Employer contribution per active participant$3,562
Average account balance$89,043
Benefits paid to participants$1,322,060
Plan auditUnmodified (clean) audit opinion
AuditorSISTERSON & CO. LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,150
Total administrative$1,150
The Lucas Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$3,562
Median for plans this size$2,416

Lucas Systems, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
GLOBAL RETIREMENT PARTNERS LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$1,150 · 0.01%
Similar plansProfessional & Technical Services · Pennsylvania
Prelude Systems, Inc. PA$11.2M · 0.49%
Arro Holdings, LLC PA$11.1M · 0.10%
Evolve Ip, LLC PA$11.0M · 0.61%
Energage, LLC PA$10.9M · 0.85%
Think Company, Inc. PA$10.9M · 0.02%
Wellness Coaches USA LLC PA$10.8M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232950771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.