LUMINA FOUNDATION FOR EDUCATION, INC. 401(k) Plan
What public Form 5500 filings show about the LUMINA FOUNDATION FOR EDUCATION, INC. 401(k) plan — and how to find and check your own account.
The LUMINA FOUNDATION FOR EDUCATION, INC. 401(k) on its latest Form 5500
LUMINA FOUNDATION FOR EDUCATION, INC. (EIN 35-1813228) reports LUMINA FOUNDATION FOR EDUCATION, INC. SAVINGS INVESTMENT PLAN on its most recent Form 5500, with $23.9M in plan assets across 99 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full LUMINA FOUNDATION FOR EDUCATION, INC. filing — schedules, fees, and providers.
Who runs the LUMINA FOUNDATION FOR EDUCATION, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LUMINA FOUNDATION FOR EDUCATION, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY, BMO HARRIS BANK N A.
How to check your LUMINA FOUNDATION FOR EDUCATION, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask LUMINA FOUNDATION FOR EDUCATION, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).