Retirement plan

LURAN, INC. 401(K) PLAN

Name: LURAN, INC. - LURAN, INC. 401(K) PLAN (2025) Form 5500
Creator: LURAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LURAN, INC. 401(K) PLAN, LURAN, INC.

LURAN, INC.EIN 95-2672382Plan #001PY 2025

24927-K AVENUE TIBBITTS - VALENCIA, CA 91355661-257-6303luraninc.comLinkedIn1-10 employeesmachinery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$296K

+39.1% from 2024

Total participants

-5.6% from 2024

Average account balance

$22,798

+81.9% from 2024

Annual return

10.95%

-24.78 pp from 2024

Benchmarks

See 17,898 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort17,898 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$296K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$23K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

76.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.95%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3650

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$47K

$2791 / participant

Other / not subdivided$47K100.0%

% of EOY assets

16.009%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,798

$124,425-81.7%

$112,040-79.7%

$137,256-83.4%

Participation rate

76.5%

79.3%-2.8pp

76.5%0pp

80.0%-3.5pp

Annual return

10.95%

24.72%-13.8pp

24.52%-13.6pp

220.34%-209.4pp

Employer contribution / active EE

$1,966

$3,411-42.4%

$2,954-33.4%

$4,156-52.7%

Participant deferral / active EE

$4,115

$5,718-28.0%

$5,098-19.3%

$6,407-35.8%

Admin fee / account holder

$3,650

$15,207-76.0%

$12,098-69.8%

$12,270-70.3%

LURAN, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LURAN, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion