Lumina Foundation for Education, Inc.401(k)

Lumina Foundation for Education, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $23,931,499 across 125 participant accounts, with employer contributions averaging $5,543 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 498th-largest of 1,562 plans among Indiana employers on file, and the 1,456th of 3,091 in educational services. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has grown from 51 to 99 since 2022.