401k Record

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Lubezone 401(k)

Administrative expenses excluding investment management, per participant · Epika Fleet Services 401(k) Plan · plan year 2024

$250.17

Higher than 85% of the 14,713 plans $1 to 10M that report it.

Source

= $57,038 / 228
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250903122049NAL0015181281001, received 2025-09-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903122049NAL0015181281001, received 2025-09-03

10th: $13.66median $103.3390th: $302.77

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-03.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$250.17

10th: $19.42median $150.2790th: $370.75

Higher than 73% of the 15,210 plans $1 to 10M that report it.

Source

= $57,038 / 228
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250903122049NAL0015181281001, received 2025-09-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903122049NAL0015181281001, received 2025-09-03

Administrative expenses as a share of assets

0.898%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 81% of the 15,243 plans $1 to 10M that report it.

Source

= $57,038 / $6,352,226
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250903122049NAL0015181281001, received 2025-09-03
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250903122049NAL0015181281001, received 2025-09-03

Employer contributions per participant

$2,358

10th: $357median $1,32390th: $2,861

Higher than 82% of the 13,342 plans $1 to 10M that report it.

Source

= $537,641 / 228
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250903122049NAL0015181281001, received 2025-09-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903122049NAL0015181281001, received 2025-09-03

Employer share of total contributions

34.1%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 69% of the 13,370 plans $1 to 10M that report it.

Source

= $537,641 / $1,575,677
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250903122049NAL0015181281001, received 2025-09-03
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250903122049NAL0015181281001, received 2025-09-03

Plan terms, as stated in Lubezone Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250903122049NAL0015181281001, received 2025-09-03

Full record, Epika Fleet Services 401(k) Plan

FieldValueSource
Plan sponsorEPIKA FLEET SERVICES, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250903122049NAL0015181281001, received 2025-09-03
Plan nameEPIKA FLEET SERVICES 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250903122049NAL0015181281001, received 2025-09-03
Sponsor EIN / plan number81-4555083 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250903122049NAL0015181281001, received 2025-09-03
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250903122049NAL0015181281001, received 2025-09-03
Sponsor locationNASHVILLE, TNForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250903122049NAL0015181281001, received 2025-09-03
Industry (business code)811190, Other servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250903122049NAL0015181281001, received 2025-09-03
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250903122049NAL0015181281001, received 2025-09-03
Filing received2025-09-03Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250903122049NAL0015181281001, received 2025-09-03
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250903122049NAL0015181281001, received 2025-09-03
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250903122049NAL0015181281001, received 2025-09-03
Participants, beginning of year461Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250903122049NAL0015181281001, received 2025-09-03
Active participants479Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250903122049NAL0015181281001, received 2025-09-03
Participants, end of year537Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250903122049NAL0015181281001, received 2025-09-03
Participants with an account balance228Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903122049NAL0015181281001, received 2025-09-03
Total assets, beginning of year$5,316,994Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250903122049NAL0015181281001, received 2025-09-03
Total assets, end of year$6,352,226Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250903122049NAL0015181281001, received 2025-09-03
Net assets, end of year$6,352,226Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250903122049NAL0015181281001, received 2025-09-03
Total income$2,264,309Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250903122049NAL0015181281001, received 2025-09-03
Net income$1,035,232Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250903122049NAL0015181281001, received 2025-09-03
Employer contributions$537,641Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250903122049NAL0015181281001, received 2025-09-03
Participant contributions$930,796Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250903122049NAL0015181281001, received 2025-09-03
Other contributions (incl. rollovers)$107,240Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250903122049NAL0015181281001, received 2025-09-03
Total contributions$1,575,677Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250903122049NAL0015181281001, received 2025-09-03
Benefit payments$1,172,039Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250903122049NAL0015181281001, received 2025-09-03
Total expenses (incl. benefit payments)$1,229,077Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250903122049NAL0015181281001, received 2025-09-03
Total administrative expenses$57,038Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250903122049NAL0015181281001, received 2025-09-03
Contract administrator fees$56,851Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250903122049NAL0015181281001, received 2025-09-03
Administrative expenses excluding investment management$57,038derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250903122049NAL0015181281001, received 2025-09-03
Held in mutual funds$5,207,038Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250903122049NAL0015181281001, received 2025-09-03
Independent auditorREDPATH AND COMPANY, LLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250903122049NAL0015181281001, received 2025-09-03

Position = column in the DOL layout for form year 2024. Filing 20250903122049NAL0015181281001, received 2025-09-03.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
THE VANGUARD GROUP, INC.recordkeeperRECORDKEEPER 15 Recordkeeping and information management; 37 Participant loan processing; 64 Recordkeeping fees $25,220no
SHEPHERD FINANCIAL INVESTMENT ADVISINVESTMENT ADVISOR 27 Investment advisory (plan) $23,796no
SHEPHERD PLAN PARTNERS, LLCCONTRACT ADMIN 13 Contract administrator $6,675no
FUTUREPLAN BY ASCENSUSCONTRACT ADMIN 13 Contract administrator $1,400no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250903122049NAL0015181281001, received 2025-09-03.

What changed since the 2023 plan year

Figure20232024Change
Total assets$5,316,994$6,352,22619.5%
Participants with a balance19922814.6%
Administrative expenses$28,268$57,038101.8%
Recordkeeping fees per participantnot reportednot reported
Employer contributions$417,811$537,64128.7%

Prior filing 20250114100342NAL0010868739001, received 2025-01-14; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: EPIKA FLEET SERVICES, INC.; SEC registrant: Lubezone Inc. (CIK 1694454, matched by EIN).