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Original filing (PDF)20250730123553NAL0004711441001
LUMITE, INC.
Form 5500
FILING_RECEIVED
LUMITE, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
128
Accounts w/ balance
151
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUMITE, INC..
Plan sponsor
Name
LUMITE, INC.
EIN
20-1040863
Address
1515 NORTH COUNTY LINE ROAD · ALTO, GA · 30510
Phone
(770) 869-1700
Industry
Manufacturingsee 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
2025-07-30
Pension benefit codes
2D · Offset of another plan
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUSHTON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIAD INSURANCE INC | — | MIAMI, FL | BROKER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYATECH LLC | — | RIDGELAND, MS | CONTRACT ADMIN | $1K | — |
Investments
23 direct securities · 1 pooled fund· $9.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$5.3M
23 holdings
Pooled Separate Account
$4.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $1.3M | 25.5% | |
| MassMutual General Account General Fixed Account | — | — | — | $937K | 18.0% | |
| Massmutual Select TRP Retirement 2060 I Pooled Separate Account 185 * Massmutual Select TRP Retirement Bal I Pooled Separate Account | — | — | — | $806K | 15.5% | |
| Massmutual Select TRP Retirement 2035 I Pooled Separate Account | — | — | — | $396K | 7.6% | |
| American Funds Fundamental Invs R6 Pooled Separate Account | — | — | — | $307K | 5.9% | |
| Pimco Total Return Instl Pooled Separate Account | — | — | — | $302K | 5.8% | |
| Massmutual Select TRP Retirement 2015 I Pooled Separate Account 555 * Massmutual Select TRP Retirement 2020 I Pooled Separate Account | — | — | — | $232K | 4.5% | |
| American Funds Amcap R6 Pooled Separate Account | — | — | — | $132K | 2.5% | |
| Participant Loans*** Various maturities with interest rates of 4.25% - 9.50% | — | — | — | $123K | 2.4% | |
| Massmutual Select TRP Retirement 2040 I Pooled Separate Account | — | — | — | $123K | 2.4% | |
| Invesco Small Cap Growth R6 Pooled Separate Account 201 * Massmutual Select TRP Retirement 2010 I Pooled Separate Account | — | — | — | $99K | 1.9% | |
| Participant Loans | — | — | $94K | $94K | 1.8% | |
| American Funds Cap World G and I R6 Pooled Separate Account | — | — | — | $76K | 1.5% | |
| Invesco Discovery Mid Cap Growth R6 Pooled Separate Account | — | — | — | $66K | 1.3% | |
| Empower Moderately AGG Prfl Instl Pooled Separate Account | — | — | — | $65K | 1.3% | |
| Invesco Real Estate R6 Pooled Separate Account | — | — | — | $60K | 1.2% | |
| Massmutual Select TRP Retirement 2025 I Pooled Separate Account | — | — | — | $39K | 0.7% | |
| Pioneer Strategic Income K Pooled Separate Account 757 Vanguard 500 Index Admiral Pooled Separate Account | — | — | — | $37K | 0.7% | |
| American Funds Capital Income Bldr R6 Pooled Separate Account 597 American Funds Europacific Growth R6 Pooled Separate Account | — | — | — | $28K | 0.5% | |
| Forfeitures | — | — | $22K | $23K | 0.4% | |
| Vanguard Mid Cap Index Admiral Pooled Separate Account | — | — | — | $17K | 0.3% | |
| Franklin Small Cap Value R6 Pooled Separate Account 45 Invesco Comstock R6 Pooled Separate Account | — | — | — | $14K | 0.3% | |
| Vanguard Small Cap Index ADM Pooled Separate Account | — | — | — | $6K | 0.1% |
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