Plan Ledger DOL Form 5500 · updated monthly

Lumacorp, Inc.401(k)

LUMACORP INC. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Lumacorp, Inc. reported $16,604 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $753 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 0.28% to 0.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (3,442nd of 5,688), and 1,278th of 2,096 in real estate & leasing. In 2024, employees put in $5.00 for every $1.00 the employer contributed; active participation has grown from 146 to 180 since 2022.

Plan summary
Net assets, end of year$7,737,176
Participants with balances207
Active participants180
Employer contributions$135,472
Employee contributions$677,355
Employer contribution per active participant$753
Average account balance$37,378
Benefits paid to participants$1,473,738
Plan auditUnmodified (clean) audit opinion
AuditorSALMON SIMS THOMAS & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 207 accts · $135K emplr
2023$7.3M · 187 accts · $126K emplr
2022$6.5M · 179 accts · $132K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,518
Investment management$7,086
Total administrative$16,604
The Lumacorp, Inc. 401(k) match · 2024
Employer contribution per active participant$753
Median for plans this size$1,313
2024$753 per active participant
2023$905 per active participant
2022$901 per active participant

Lumacorp, Inc.'s 2024 employer contribution ran below the $1,313 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$9,518
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,086

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$16,604 · 0.22%
2023$17,468 · 0.25%
2022$19,694 · 0.28%
Same employer
Similar plansReal Estate & Leasing · Texas
Encore Enterprises, Inc. TX$8.0M · 0.42%
Capps Rent-A-Car, Inc. TX$7.8M · 0.78%
Worldwide Machinery LTD TX$7.7M · 0.03%
Gh III Management, LLC TX$7.5M · 0.10%
Coury Hospitality, LLC TX$7.3M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751954636 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.