Jonathan Woodard signed Lumite, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lumite, Inc.'s EIN is 20-1040863.
Download the official 2024 Form 5500 (PDF) for Lumite, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lumite, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIAD INSURANCE INC | — | MIAMI, FL | BROKER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.1M | 79.6% | |
| Massmutual Select TRP Retirement 2030 I Pooled Separate Account | Pooled Separate Accounts | — | — | $1.3M | 25.5% | |
| MassMutual General Account General Fixed Account | Other securities | — | — | $937K | 18.0% | |
| Massmutual Select TRP Retirement 2060 I Pooled Separate Account 185 * Massmutual Select TRP Retirement Bal I Pooled Separate Account | Pooled Separate Accounts | — | — | $806K | 15.5% | |
| Massmutual Select TRP Retirement 2035 I Pooled Separate Account | Pooled Separate Accounts | — | — | $396K | 7.6% | |
| American Funds Fundamental Invs R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $307K | 5.9% | |
| Pimco Total Return Instl Pooled Separate Account | Pooled Separate Accounts | — | — | $302K | 5.8% | |
| Massmutual Select TRP Retirement 2015 I Pooled Separate Account 555 * Massmutual Select TRP Retirement 2020 I Pooled Separate Account | Pooled Separate Accounts | — | — | $232K | 4.5% | |
| American Funds Amcap R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $132K | 2.5% | |
| Participant Loans*** Various maturities with interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $123K | 2.4% | |
| Massmutual Select TRP Retirement 2040 I Pooled Separate Account | Pooled Separate Accounts | — | — | $123K | 2.4% | |
| Invesco Small Cap Growth R6 Pooled Separate Account 201 * Massmutual Select TRP Retirement 2010 I Pooled Separate Account | Pooled Separate Accounts | — | — | $99K | 1.9% | |
| Participant Loans | Participant loans | — | $94K | $94K | 1.8% | |
| American Funds Cap World G and I R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $76K | 1.5% | |
| Invesco Discovery Mid Cap Growth R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $66K | 1.3% | |
| Empower Moderately AGG Prfl Instl Pooled Separate Account | Pooled Separate Accounts | — | — | $65K | 1.3% | |
| Invesco Real Estate R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $60K | 1.2% | |
| Massmutual Select TRP Retirement 2025 I Pooled Separate Account | Pooled Separate Accounts | — | — | $39K | 0.7% | |
| Pioneer Strategic Income K Pooled Separate Account 757 Vanguard 500 Index Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $37K | 0.7% | |
| American Funds Capital Income Bldr R6 Pooled Separate Account 597 American Funds Europacific Growth R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $28K | 0.5% | |
| Forfeitures | Other securities | — | $22K | $23K | 0.4% | |
| Vanguard Mid Cap Index Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $17K | 0.3% | |
| Franklin Small Cap Value R6 Pooled Separate Account 45 Invesco Comstock R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $14K | 0.3% | |
| Vanguard Small Cap Index ADM Pooled Separate Account | Pooled Separate Accounts | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYATECH LLC | — | RIDGELAND, MS | CONTRACT ADMIN | $1K | — |
