Plan Ledger DOL Form 5500 · updated monthly

Lularoe, LLC401(k)

LULAROE, LLC 401(K) PROFIT SHARING PLAN · CORONA, CA · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Lularoe, LLC reported $4,404 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,534 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 26,806 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (5,631st of 9,483), and 2,751st of 5,215 in retail trade. In 2022, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,410,345
Participants with balances814
Active participants157
Employer contributions$240,780
Employee contributions$498,645
Employer contribution per active participant$1,534
Average account balance$11,561
Benefits paid to participants$1,198,923
Plan auditUnmodified (clean) audit opinion
AuditorMACIAS GINI & O'CONNELL LLP
Administrative expenses, itemized · 2022
Investment management$4,404
Total administrative$4,404
The Lularoe, LLC 401(k) match · 2022
Employer contribution per active participant$1,534
Median for plans this size$2,266

Lularoe, LLC's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,404 · 0.04%
Similar plansRetail Trade · California
Hassan & Sons, Inc. CA$9.6M · 1.23%
Entertainment Earth, LLC CA$9.6M · 0.54%
Truepill, Inc CA$9.4M · 0.59%
Turners Outdoors Inc. CA$9.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462463730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.