Plan Ledger DOL Form 5500 · updated monthly

Lumicor Inc401(k)

LUMICOR INC 401(K) PLAN · RENTON, WA · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Lumicor Inc reported $18,017 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $2,557 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 1.16% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Washington (1,507th of 1,714), and 12,357th of 13,661 in manufacturing. In 2024, employees put in $1.27 for every $1.00 the employer contributed; active participation has shrunk from 79 to 70 since 2022.

Plan summary
Net assets, end of year$2,860,837
Participants with balances101
Active participants70
Employer contributions$178,997
Employee contributions$226,627
Employer contribution per active participant$2,557
Average account balance$28,325
Benefits paid to participants$301,375
Plan auditUnmodified (clean) audit opinion
AuditorEIDE BAILLEY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.9M · 101 accts · $179K emplr
2023$2.5M · 104 accts · $95K emplr
2022$2.2M · 102 accts · $117K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,017
Total administrative$18,017
The Lumicor Inc 401(k) match · 2024
Employer contribution per active participant$2,557
Median for plans this size$1,313
2024$2,557 per active participant
2023$1,564 per active participant
2022$1,483 per active participant

Lumicor Inc's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CETERA INVESTMENT ADVISERS LLCindirect comp

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$18,017 · 0.67%
2023$25,499 · 1.08%
2022$28,500 · 1.16%
Similar plansManufacturing · Washington
Brown & Haley WA$3.1M · 0.21%
Fruitsmart, Inc. WA$3.1M · 0.83%
Omega Industries, Inc. WA$2.8M · 0.65%
Wipro Givon USA, Inc. WA$2.8M · 0.88%
Ocean Gold Seafoods, Inc. WA$2.7M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910876680 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.