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Original filing (PDF)20251014053926NAL0003203328001
LULU PRESS, INC.
Form 5500
FILING_RECEIVED
LULU PRESS & ELIZABETH BRADLEY DESIGN 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
103
Accounts w/ balance
103
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 79% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LULU PRESS, INC..
Plan sponsor
Name
LULU PRESS, INC.
EIN
94-3419924
Address
PO BOX 12018 · DURHAM, NC · 27509
Phone
(919) 459-5858
Industry
Information / Tech / Mediasee all
Plan administrator
Name
FIDELITY MANAGEMENT TRUST COMPANY
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
BDO USA P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $55K | — |
Investments
19 direct securities· $10.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company FF FREEDOM BLEND 2040 | — | — | — | $2.0M | 19.2% | |
| Fidelity Management Trust Company FF FREEDOM BLEND 2045 | — | — | — | $1.9M | 17.8% | |
| Fidelity Management Trust Company FF FREEDOM BLEND 2050 | — | — | — | $1.3M | 12.7% | |
| Fidelity Management Trust Company FF FREEDOM BLEND 2055 | — | — | — | $1.2M | 11.0% | |
| Fidelity Management Trust Company FF FREEDOM BLEND 2035 | — | — | — | $1.2M | 11.0% | |
| Fidelity Management Trust Company FF 500 INDEX | — | — | — | $545K | 5.2% | |
| Fidelity Management Trust Company FF FREEDOM BLEND 2010 38 * Fidelity Management Trust Company FF FREEDOM BLEND 2015 | — | — | — | $427K | 4.0% | |
| Fidelity Management Trust Company FF FREEDOM BLEND 2060 | — | — | — | $354K | 3.4% | |
| Fidelity Management Trust Company FF FREEDOM BLEND 2025 | — | — | — | $290K | 2.7% | |
| Fidelity Management Trust Company FF MID CAP INDEX | — | — | — | $266K | 2.5% | |
| Fidelity Management Trust Company FF FREEDOM BLEND 2030 | — | — | — | $188K | 1.8% | |
| Fidelity Management Trust Company SELF-DIRECTED BROKERAGE ACCOUNTS | — | — | — | $179K | 1.7% | |
| Fidelity Management Trust Company FF INTERNATIONAL INDEX | — | — | — | $178K | 1.7% | |
| Fidelity Management Trust Company FF FREEDOM BLEND 2065 | — | — | — | $167K | 1.6% | |
| Fidelity Management Trust Company FF FREEDOM BLEND 2020 | — | — | — | $130K | 1.2% | |
| Participant loans (4.25% - 9.50%) - | — | — | — | $110K | 1.0% | |
| Fidelity Management Trust Company FF US BOND INDEX | — | — | — | $54K | 0.5% | |
| Fidelity Management Trust Company FF SMALL CAP INDEX | — | — | — | $52K | 0.5% | |
| Fidelity Management Trust Company FF GOVERNMENT MONEY MARKET | — | — | — | $38K | 0.4% |