Plan Ledger DOL Form 5500 · updated monthly

Lurin Advisors, LLC401(k)

LURIN 401(K) PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.80%

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

Lurin Advisors, LLC reported $28,893 in plan administrative expenses for 2023: 0.80% of average plan assets, above the peer median. Employer contributions averaged $1,468 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 1 year on file its reported administrative ratio rose from 0.61% to 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,288th of 5,688), and 1,628th of 2,096 in real estate & leasing. In 2023, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,068,468
Participants with balances178
Active participants353
Employer contributions$518,227
Employee contributions$980,565
Employer contribution per active participant$1,468
Average account balance$22,857
Benefits paid to participants$1,492,221
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.1M · 178 accts · $518K emplr
2022$3.2M · 154 accts · $394K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,771
Investment management$13,122
Total administrative$28,893
The Lurin Advisors, LLC 401(k) match · 2023
Employer contribution per active participant$1,468
Median for plans this size$1,308
2023$1,468 per active participant
2022$1,036 per active participant

Lurin Advisors, LLC's 2023 employer contribution ran above the $1,308 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,771
WOODBURY FINANCIAL SERVICES INC · Investment advisory (plan)$12,000

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

Administrative cost history2
2023$28,893 · 0.80%
2022$19,296 · 0.61%
Similar plansReal Estate & Leasing · Texas
Bright Industries, LLC TX$4.2M · 0.67%
Gwr 401(K) Plan TX$4.1M · 0.36%
Sync Residential TX$4.0M · 0.22%
Baseline Energy Services TX$3.6M · 0.89%
Indio Partners, LP TX$3.3M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812725568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.