Plan Ledger DOL Form 5500 · updated monthly

Lulu's Holding Company, LLC401(k)

LULU'S HOLDING COMPANY, LLC 401(K) PLAN · GULF SHORES, AL · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Lulu's Holding Company, LLC reported $475 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $490 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Alabama (793rd of 902), and 1,414th of 2,240 in accommodation & food services. In 2022, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,113,237
Participants with balances82
Active participants156
Employer contributions$76,517
Employee contributions$135,619
Employer contribution per active participant$490
Average account balance$25,771
Benefits paid to participants$337,417
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$475
Total administrative$475
The Lulu's Holding Company, LLC 401(k) match · 2022
Employer contribution per active participant$490
Median for plans this size$1,114

Lulu's Holding Company, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$475 · 0.02%
Similar plansAccommodation & Food Services · Alabama
Pathway, Inc. AL$3.5M · 0.07%
Taco Casa, Inc. AL$2.6M · 0.46%
Sentinels, LLC AL$379K · 1.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262033596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.