What are the fees in the Luna Care Inc. 401(k) plan?

For plan year 2024, Luna Care Inc. reported $9,763 in plan administrative expenses, or 0.60% of average plan assets — above the peer median. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Luna Care Inc. 401(k)?

The average participant account balance was $12,764 for plan year 2024, based on 158 accounts.

Luna Care Inc.401(k)

Name: Luna Care Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

LUNA CARE INC. 401(K) PLAN · ROCKLIN, CA · plan year 2024

Reported admin expense ratio · 2024

0.60%

Luna Care Inc. reported $9,763 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. 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 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,295th of 9,483), and 10,036th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,016,655
Participants with balances158
Active participants260
Employer contributions—
Employee contributions$770,429
Employer contribution per active participant—
Average account balance$12,764
Benefits paid to participants$228,054
Plan auditUnmodified (clean) audit opinion

Administrative expenses, itemized · 2024

Recordkeeping & contract admin$9,763

Total administrative$9,763

What these fees cost you

Your balance

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

ADP, INC. · Loan processing · Recordkeeping$9,763

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1

2024$9,763 · 0.60%

Same employer

Luna Care Inc.'s health & benefits plan: carriers, premiums & broker pay

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Source: U.S. Department of Labor, Form 5500 series, EIN 824628365 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.