Plan Ledger DOL Form 5500 · updated monthly

Lumanity Inc.401(k)

LUMANITY INC. 401(K) PLAN · YARDLEY, PA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Lumanity Inc. reported $114,895 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $3,625 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 0.27% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 808th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,812th of 11,654 in professional & technical services. In 2024, employees put in $3.22 for every $1.00 the employer contributed; active participation has shrunk from 459 to 384 since 2022.

Plan summary
Net assets, end of year$48,882,989
Participants with balances599
Active participants384
Employer contributions$1,392,142
Employee contributions$4,489,224
Employer contribution per active participant$3,625
Average account balance$81,608
Benefits paid to participants$7,701,443
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.9M · 599 accts · $1.4M emplr
2023$43.8M · 603 accts · $1.3M emplr
2022$34.1M · 580 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,442
Investment management$66,453
Total administrative$114,895
The Lumanity Inc. 401(k) match · 2024
Employer contribution per active participant$3,625
Median for plans this size$2,416
2024$3,625 per active participant
2023$3,246 per active participant
2022$2,610 per active participant

Lumanity Inc.'s 2024 employer contribution ran above the $2,416 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
JOHN HANCOCK · Recordkeeping · Loan processing$48,442
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$66,453

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$114,895 · 0.25%
2023$129,042 · 0.33%
2022$93,619 · 0.27%
All plans at this employer2
LUMANITY INC. 401(K) PLAN401(k)
LUMANITY INC. 401(K) SAFE HARBOR PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Global Tax Management, Inc. PA$50.3M · 0.15%
Cipriani & Werner, P.C. PA$49.7M · 0.42%
Sabre Systems, Inc. PA$49.3M · 0.41%
Sv-Dvf Holdings, LLC PA$48.1M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844706053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.