Plan Ledger DOL Form 5500 · updated monthly

Lukos, LLC401(k)

LUKOS, LLC 401(K) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Lukos, LLC reported $33,803 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $2,909 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 fell from 0.48% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (1,931st of 3,644), and 8,431st of 11,654 in professional & technical services. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has grown from 159 to 231 since 2022.

Plan summary
Net assets, end of year$8,673,130
Participants with balances228
Active participants231
Employer contributions$672,085
Employee contributions$1,550,042
Employer contribution per active participant$2,909
Average account balance$38,040
Benefits paid to participants$2,162,429
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 228 accts · $672K emplr
2023$7.0M · 219 accts · $651K emplr
2022$4.6M · 215 accts · $469K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,724
Investment management$1,079
Total administrative$33,803
The Lukos, LLC 401(k) match · 2024
Employer contribution per active participant$2,909
Median for plans this size$1,313
2024$2,909 per active participant
2023$3,085 per active participant
2022$2,951 per active participant

Lukos, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20241
ASCENSUS LLC · Loan processing · Recordkeeping$32,724

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$33,803 · 0.43%
2023$25,485 · 0.44%
2022$21,596 · 0.48%
Same employer
Similar plansProfessional & Technical Services · Florida
Rekcut Photographic, Inc. FL$8.7M · 0.48%
Merlin Law Group, PLLC FL$8.6M · 0.87%
Cvr Associates, Inc. FL$8.6M · 1.27%
Disti Corporation FL$8.6M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262217292 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.