Luck Stone 401(k) match, vesting and fees
What Luck Stone's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Pb Mares LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 89 defined-contribution plans in mining, quarrying, and oil and gas extraction with 1,000 to 4,999 participants.
| Luck Stone: employer contribution per participant | $4,703 | |
| Peer median | $4,558 |
| Luck Stone: average balance | $169,003 | |
| Peer median | $124,843 |
| Luck Stone: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.07% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $123M at the end of plan year 2021 to $198M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,182 | $198M | $5.5M | $4,703 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 1,167 | $174M | $5.2M | $4,497 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 1,135 | $134M | $4.7M | $4,211 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 1,096 | $123M | $4.5M | $4,148 | 0.16% | Not published | Form 5500 ↗ |
Other Luck Stone plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Luck Stone Corporation Retirement Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Pb Mares, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Luck Stone match 401(k) contributions?
The match terms for the Luck Stone Corporation 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $5.5M in employer contributions, about $4,703 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Luck Stone 401(k) match vested?
The vesting schedule for the Luck Stone Corporation 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Luck Stone 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Luck Stone Corporation.
I left Luck Stone. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Luck Stone Corporation, (804) 784-6313) or the recordkeeper, Schwab Retirement Plan Services,inc. The Luck Stone old 401(k) page lists the contacts from every plan filing. Find an old Luck Stone 401(k)
Data from the public Form 5500 annual reports Luck Stone filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Luck Stone. Not financial advice. Report a correction · Methodology