Lumivero 401(k) match, vesting and fees
What Lumivero'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 | The Vanguard Group | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (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 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Lumivero: employer contribution per participant | $4,524 | |
| Peer median | $2,719 |
| Lumivero: average balance | $102,727 | |
| Peer median | $85,424 |
| Lumivero: admin expenses ÷ assets | 0.27% | |
| 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 $979K at the end of plan year 2022 to $18.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 201 | $18.2M | $801K | $4,524 | 0.27% | Not published | Form 5500 ↗ |
| 2024 | 182 | $16.3M | $695K | $4,289 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 181 | $14.9M | $654K | $4,137 | 0.20% | Not published | 5500-SF ↗ |
| 2022 | 71 | $979K | $147K | $2,888 | 0.04% | Not published | 5500-SF ↗ |
Common questions
Does Lumivero match 401(k) contributions?
The match terms for the Lumivero, LLC 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $801K in employer contributions, about $4,524 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lumivero 401(k) match vested?
The vesting schedule for the Lumivero, LLC 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lumivero 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group. The plan administrator is Lumivero, LLC.
I left Lumivero. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lumivero, LLC, (607) 277-8000) or the recordkeeper, The Vanguard Group. The Lumivero old 401(k) page lists the contacts from every plan filing. Find an old Lumivero 401(k)
Data from the public Form 5500 annual reports Lumivero filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) 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 Lumivero. Not financial advice. Report a correction · Methodology