Plan Ledger DOL Form 5500 · updated monthly

Lumicare Health, LLC401(k)

LUMICARE 401(K) PLAN · GREENWOOD VILLAGE, CO · plan year 2022

Reported admin expense ratio · 2022
0.47%

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

Lumicare Health, LLC reported $2,226 in plan administrative expenses for 2022: 0.47% of average plan assets, below the peer median. Employer contributions averaged $606 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (1,398th of 1,461), and 11,327th of 11,911 in health care & social assistance. In 2022, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$527,342
Participants with balances65
Active participants145
Employer contributions$87,854
Employee contributions$147,914
Employer contribution per active participant$606
Average account balance$8,113
Benefits paid to participants$58,146
Plan auditUnmodified (clean) audit opinion
AuditorKARREN, HENDRIX, STAGG, ALLEN & CO.
Administrative expenses, itemized · 2022
Investment management$2,226
Total administrative$2,226
The Lumicare Health, LLC 401(k) match · 2022
Employer contribution per active participant$606
Median for plans this size$331

Lumicare Health, LLC's 2022 employer contribution ran above the $331 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$2,226 · 0.47%
Same employer
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Bsmc, LLC Brookside Inn CO$654K · 0.22%
About Kids Home Care LLC CO$510K · 0.10%
Alc Management LLC CO$445K · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843358057 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.