Lulu Press 401(k) match, vesting and fees
What Lulu Press' 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 | Fidelity Workplace Services LLC | Schedule C ↗ |
| Independent auditor | Bdo USA P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,508 defined-contribution plans in information with 100 to 499 participants.
| Lulu Press: employer contribution per participant | $3,841 | |
| Peer median | $2,188 |
| Lulu Press: average balance | $102,414 | |
| Peer median | $63,883 |
| Lulu Press: admin expenses ÷ assets | 0.57% | |
| Peer median | 0.27% |
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 $6.9M at the end of plan year 2021 to $10.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 103 | $10.5M | $396K | $3,841 | 0.57% | Not published | Form 5500 ↗ |
| 2023 | 176 | $8.8M | $328K | $1,975 | 0.57% | Not published | Form 5500 ↗ |
| 2022 | 181 | $6.9M | $317K | $1,943 | 0.66% | Not published | Form 5500 ↗ |
| 2021 | 149 | $6.9M | $221K | $1,543 | 0.76% | Not published | Form 5500 ↗ |
Common questions
Does Lulu Press match 401(k) contributions?
The match terms for the Lulu Press & Elizabeth Bradley Design 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $396K in employer contributions, about $3,841 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lulu Press 401(k) match vested?
The vesting schedule for the Lulu Press & Elizabeth Bradley Design 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lulu Press 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Workplace Services LLC. The plan administrator is Fidelity Management Trust Company.
I left Lulu Press. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fidelity Management Trust Company, (859) 386-4199) or the recordkeeper, Fidelity Workplace Services LLC. The Lulu Press old 401(k) page lists the contacts from every plan filing. Find an old Lulu Press 401(k)
Data from the public Form 5500 annual reports Lulu Press 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 Lulu Press. Not financial advice. Report a correction · Methodology