Lumio HX 401(k) match, vesting and fees
What Lumio HX'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 | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (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 570 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Lumio HX: employer contribution per participant | $503 | |
| Peer median | $2,900 |
| Lumio HX: average balance | $6,994 | |
| Peer median | $67,876 |
| Lumio HX: admin expenses ÷ assets | 1.13% | |
| Peer median | 0.26% |
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 $5.4M at the end of plan year 2022 to $10.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,484 | $10.4M | $746K | $503 | 1.13% | Not published | Form 5500 ↗ |
| 2023 | 1,460 | $10.1M | $1.5M | $1,053 | 2.09% | Not published | Form 5500 ↗ |
| 2022 | 1,814 | $5.4M | $1.5M | $862 | 0.43% | Not published | Form 5500 ↗ |
Common questions
Does Lumio HX match 401(k) contributions?
The match terms for the Lumio Hx, Inc. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $746K in employer contributions, about $503 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lumio HX 401(k) match vested?
The vesting schedule for the Lumio Hx, Inc. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lumio HX 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Lumio Hx, Inc..
I left Lumio HX. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lumio Hx, Inc., (385) 273-1659) or the recordkeeper, Stancorp Financial Group. The Lumio HX old 401(k) page lists the contacts from every plan filing. Find an old Lumio HX 401(k)
Data from the public Form 5500 annual reports Lumio HX filed with the U.S. Department of Labor (plan years 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 Lumio HX. Not financial advice. Report a correction · Methodology