Plan Ledger DOL Form 5500 · updated monthly

Lucidworks, Inc.401(k)

LUCIDWORKS, INC. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Lucidworks, Inc. reported $26,451 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,777 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.

Across the 2 years on file its reported administrative ratio rose from 0.12% to 0.14%. 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 the 3,466th-largest of 9,483 plans among California employers on file, and the 5,306th of 11,654 in professional & technical services. In 2024, employees put in $8.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,395,189
Participants with balances240
Active participants161
Employer contributions$286,112
Employee contributions$2,446,249
Employer contribution per active participant$1,777
Average account balance$89,147
Benefits paid to participants$2,468,779
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS OVERMAN PIERCE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$21.4M · 240 accts · $286K emplr
2023$17.4M · 243 accts · $295K emplr
2022$12.6M · 237 accts · $287K emplr
Administrative expenses, itemized · 2024
Investment management$24,576
Total administrative$26,451
The Lucidworks, Inc. 401(k) match · 2024
Employer contribution per active participant$1,777
Median for plans this size$2,416
2024$1,777 per active participant
2023$1,698 per active participant
2022$1,773 per active participant

Lucidworks, Inc.'s 2024 employer contribution ran below 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 · 20242
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$21,780
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024$26,451 · 0.14%
2023$16,266 · 0.11%
2022$15,578 · 0.12%
Same employer
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Protrials Research, Inc. CA$21.5M · 0.39%
Anaptysbio, Inc. CA$21.5M · 0.35%
Clever Inc. CA$21.4M · 0.22%
Ecorp Consulting Inc CA$21.4M · 0.23%
Selman Breitman LLP CA$21.4M · 0.42%
Wrike, Inc. CA$21.3M · 0.05%
Linea Solutions, Inc. CA$21.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260645583 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.