Plan Ledger DOL Form 5500 · updated monthly

Lumos Pharma, Inc.401(k)

LUMOS PHARMA, INC. 401K PLAN · AMES, IA · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Lumos Pharma, Inc. reported $850 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,419 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Iowa (608th of 878), and 8,460th of 11,654 in professional & technical services. In 2022, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,605,181
Participants with balances95
Active participants33
Employer contributions$310,818
Employee contributions$432,137
Employer contribution per active participant$9,419
Average account balance$90,581
Benefits paid to participants$1,502,622
Plan auditUnmodified (clean) audit opinion
The Lumos Pharma, Inc. 401(k) match · 2022
Employer contribution per active participant$9,419
Median for plans this size$1,114

Lumos Pharma, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$850 · 0.01%
Similar plansProfessional & Technical Services · Iowa
Leepfrog Technologies, Inc. IA$13.9M · 0.07%
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Wdc Acquisition LLC IA$8.5M · 0.85%
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Dwolla, Inc. IA$7.9M · 0.57%
Galaxy 1 Marketing, Inc. IA$7.4M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421491350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.