Plan Ledger DOL Form 5500 · updated monthly

Lucky Chances, Inc.401(k)

LUCKY EMPLOYEE 401(K) RETIREMENT PLAN · COLMA, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Lucky Chances, Inc. reported $82,902 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $139 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 1 year on file its reported administrative ratio rose from 0.17% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 2,978th-largest of 9,483 plans among California employers on file, and the 349th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $25.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,303,245
Participants with balances282
Active participants543
Employer contributions$75,295
Employee contributions$1,904,206
Employer contribution per active participant$139
Average account balance$93,274
Benefits paid to participants$2,777,966
Plan auditUnmodified (clean) audit opinion
AuditorCHUGH CPAS LLP CPA
Plan history3
Yearassets · accounts · employer contribution
2024$26.3M · 282 accts · $75K emplr
2023$23.3M · 290 accts · $78K emplr
2022$19.5M · 290 accts · $84K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,454
Investment management$47,448
Total administrative$82,902
The Lucky Chances, Inc. 401(k) match · 2024
Employer contribution per active participant$139
Median for plans this size$2,416
2024$139 per active participant
2023$149 per active participant
2022$150 per active participant

Lucky Chances, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$43,215
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$35,454
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (plan)$4,233

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$82,902 · 0.33%
2023$37,360 · 0.17%
2022Not separately reported
Same employer
Similar plansArts, Entertainment & Recreation · California
Oaks Club Room CA$26.5M · 0.01%
Paradigm Talent Agency LLC CA$25.3M · 0.36%
Bay 101 CA$22.9M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 943199406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.