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Original filing (PDF)20251014201428NAL0007366274001
LUMMUS TECHNOLOGY LLC
Form 5500
FILING_RECEIVED
LUMMUS TECHNOLOGY SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
533
Accounts w/ balance
608
Plan assets (EOY)
$112.7M
Net assets (EOY)
$112.7M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUMMUS TECHNOLOGY LLC.
Plan sponsor
Name
LUMMUS TECHNOLOGY LLC
EIN
13-0989425
Address
1515 BROAD ST · BLOOMFIELD, NJ · 070033002
Phone
(973) 893-1515
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
WEAVER & TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $31K | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| DELAWARE | — | PHILADELPHIA, PA | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
Investments
26 direct securities · 1 pooled fund· $171.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$112.7M
26 holdings
Common Collective Trust
$59.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $59.0M | 52.3% | |
| FIDELITY 500 INDEX Mutual Fund - | — | — | — | $19.7M | 17.5% | |
| JP MORGAN L Mutual Fund | — | — | — | $12.1M | 10.7% | |
| T. ROWE PRICE RETIREMENT 2025 TR A Collective Trust Fund - | — | — | — | $10.1M | 9.0% | |
| T. ROWE PRICE RETIREMENT 2035 TR A Collective Trust Fund - | — | — | — | $8.7M | 7.7% | |
| T. ROWE PRICE RETIREMENT 2040 TR A Collective Trust Fund - | — | — | — | $8.5M | 7.5% | |
| T. ROWE PRICE RETIREMENT 2030 TR A Collective Trust Fund - | — | — | — | $7.7M | 6.8% | |
| T. ROWE PRICE RETIREMENT 2045 TR A Collective Trust Fund - | — | — | — | $6.3M | 5.6% | |
| T. ROWE PRICE NEW HORIZONS I Mutual Fund - | — | — | — | $6.2M | 5.5% | |
| T. ROWE PRICE RETIREMENT 2050 TR A Collective Trust Fund - | — | — | — | $4.8M | 4.2% | |
| FIDELITY EXTENDED MARKET INDEX Mutual Fund - | — | — | — | $4.5M | 4.0% | |
| FIDELITY TOTAL INTL INDEX Mutual Fund - | — | — | — | $3.5M | 3.1% | |
| T. ROWE PRICE STABLE VALUE N Stable Value Fund - | — | — | — | $3.1M | 2.8% | |
| FIDELITY US BOND INDEX Mutual Fund - | — | — | — | $2.8M | 2.5% | |
| party maturity value Cost** Current value Investments * T. ROWE PRICE GOVERNMENT MONEY INV Money Market Fund - 985 * T. ROWE PRICE U.S. TREASURY MONEY INV Money Market Fund - 2 AMERICAN FUNDS EUROPACIFIC GROWTH R6 Mutual Fund - | — | — | — | $2.4M | 2.2% | |
| T. ROWE PRICE RETIREMENT 2020 TR A Collective Trust Fund - | — | — | — | $2.4M | 2.2% | |
| T. ROWE PRICE RETIREMENT 2055 TR A Collective Trust Fund - | — | — | — | $2.2M | 2.0% | |
| T. ROWE PRICE RETIREMENT 2060 TR A Collective Trust Fund - | — | — | — | $1.9M | 1.7% | |
| DODGE & COX INCOME X Mutual Fund - | — | — | — | $1.1M | 1.0% | |
| PIMCO RAE US CIT FOUNDERS Collective Trust Fund - | — | — | — | $1.1M | 1.0% | |
| VANGUARD INFLATION-PROTECTED SEC ADM SH Mutual Fund - | — | — | — | $840K | 0.7% | |
| PIMCO RAE US SMALL CIT CL FD Collective Trust Fund - | — | — | — | $770K | 0.7% | |
| Varying maturity dates and * Notes receivables from participants interest rates of 4.25% - 9.50% - | — | — | — | $625K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2065 TR A Collective Trust Fund - | — | — | — | $520K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2005 TR A Collective Trust Fund - | — | — | — | $362K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TR A Collective Trust Fund - | — | — | — | $317K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TR A Collective Trust Fund - | — | — | — | $119K | 0.1% |