Plan Ledger DOL Form 5500 · updated monthly

Lush Cosmetics Inc.401(k)

LUSH 401(K) SAVINGS PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.98%

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

Lush Cosmetics Inc. reported $75,030 in plan administrative expenses for 2024: 0.98% of average plan assets, higher than ~75% of peers. Employer contributions averaged $803 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 2 years on file its reported administrative ratio rose from 0.90% to 0.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Arizona (659th of 1,285), and 3,024th of 5,215 in retail trade. In 2024, employees put in $1.49 for every $1.00 the employer contributed; active participation has shrunk from 1,249 to 433 since 2022.

Plan summary
Net assets, end of year$8,065,095
Participants with balances372
Active participants433
Employer contributions$347,723
Employee contributions$516,632
Employer contribution per active participant$803
Average account balance$21,680
Benefits paid to participants$1,211,326
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 372 accts · $348K emplr
2023$7.3M · 370 accts · $365K emplr
2022$6.7M · 606 accts · $402K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,030
Total administrative$75,030
The Lush Cosmetics Inc. 401(k) match · 2024
Employer contribution per active participant$803
Median for plans this size$1,313
2024$803 per active participant
2023$253 per active participant
2022$322 per active participant

Lush Cosmetics Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
HUNNEX AND SHOMAKER, INC. · Contract administrator$4,275

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$75,030 · 0.98%
2023$93,531 · 1.33%
2022$66,511 · 0.90%
Same employer
Similar plansRetail Trade · Arizona
Rowe Enterprises, Inc. AZ$9.6M · 0.35%
Watson Chevrolet, Inc. AZ$9.6M · 0.09%
Lawley Motors, LLC AZ$8.5M · 0.66%
Buffalo Exchange LTD. AZ$8.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980379579 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.