Plan Ledger DOL Form 5500 · updated monthly

Luth Research, LLC401(k)

LUTH RESEARCH, LLC 401(K) RETIREMENT PLAN · SAN DIEGO, CA · plan year 2023

Reported admin expense ratio · 2023
1.82%

Luth Research, LLC reported $28,626 in plan administrative expenses for 2023: 1.82% of average plan assets, higher than ~90% of peers. 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 1.52% to 1.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (8,446th of 9,483), and 10,987th of 11,654 in professional & technical services. active participation has grown from 88 to 100 since 2022.

Plan summary
Net assets, end of year$1,702,628
Participants with balances145
Active participants100
Employer contributions—
Employee contributions$223,455
Employer contribution per active participant—
Average account balance$11,742
Benefits paid to participants$181,177
Plan auditUnmodified (clean) audit opinion
AuditorDUFFY KRUSPODIN, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$1.7M · 145 accts
2022$1.4M · 149 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$28,626
Total administrative$28,626
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 · 20231
MARINER RETIREMENT ADVISORS LLCindirect comp

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

Administrative cost history3
2024Not separately reported
2023$28,626 · 1.82%
2022$22,797 · 1.52%
Similar plansProfessional & Technical Services · California
Tr Accountants CA$1.7M · 0.65%
Enlighticare, Inc. CA$1.7M · 0.31%
Mesh Logistics, Inc. CA$1.7M · 1.58%
J. Perez Associates, Inc. CA$1.7M · 0.71%
Eastbay Equities Inc CA$1.6M · 0.40%
Coe Orchard Equipment Inc CA$1.6M · 0.26%
Neozene, Inc. CA$1.6M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203425013 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.