Plan Ledger DOL Form 5500 · updated monthly

Lumos Labs, Inc.401(k)

LUMOS LABS, INC. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Lumos Labs, Inc. reported $17,822 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $0 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 3 years on file its reported administrative ratio has held roughly steady near 0.153%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (4,858th of 9,483), and 1,344th of 2,199 in information & media. active participation has shrunk from 63 to 24 since 2022.

Plan summary
Net assets, end of year$12,563,505
Participants with balances125
Active participants24
Employer contributions$0
Employee contributions$701,867
Employer contribution per active participant$0
Average account balance$100,508
Benefits paid to participants$445,532
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 125 accts
2023$10.8M · 134 accts
2022$8.7M · 145 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,269
Investment management$2,553
Total administrative$17,822
The Lumos Labs, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Lumos Labs, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,269

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$17,822 · 0.15%
2023$13,579 · 0.14%
2022$14,111 · 0.15%
Similar plansInformation & Media · California
Measurabl, Inc. CA$12.6M · 0.85%
Vendasta USA Inc. CA$12.6M · 0.18%
Patriot Communications LLC CA$12.6M · 0.47%
Iyuno USA Inc. CA$12.6M · 0.48%
Celerium Inc. CA$12.6M · 0.63%
Evalueserve Inc. CA$12.4M · 0.43%
Visual Supply Company CA$12.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721621016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.