Mary Griffin signed Luminate Home Loans, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Luminate Home Loans, Inc.'s EIN is 41-1941324.
Download the official 2024 Form 5500 (PDF) for Luminate Home Loans, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Luminate Home Loans, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP | 51-0295792 | — | ADVISOR | $48K | — |
| STRATEGIC ADVISORS | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2045 K6 Registered Investment Company | Mutual Funds | — | — | $6.1M | 24.1% | |
| FID FREEDOM 2040 K6 Registered Investment Company | Mutual Funds | — | — | $2.9M | 11.5% | |
| FID FREEDOM 2050 K6 Registered Investment Company | Mutual Funds | — | — | $2.1M | 8.2% | |
| FID FREEDOM 2035 K6 Registered Investment Company | Mutual Funds | — | — | $1.9M | 7.6% | |
| FID FREEDOM 2030 K6 Registered Investment Company | Mutual Funds | — | — | $1.7M | 6.6% | |
| FID FREEDOM 2055 K6 Registered Investment Company | Mutual Funds | — | — | $1.3M | 5.1% | |
| FID 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $978K | 3.9% | |
| FID FREEDOM 2060 K6 Registered Investment Company | Mutual Funds | — | — | $818K | 3.2% | |
| IS S&P 500 IDX K Registered Investment Company | Common Collective Trusts | — | — | $685K | 2.7% | |
| Participant Loans Interest rates at (4.25% ~ 9.50%) $0 | Bonds / Notes | — | — | $598K | 2.4% | |
| VANG TREASURY MM Registered Investment Company | Common Stocks | — | — | $417K | 1.7% | |
| FID LG CAP GR IDX Registered Investment Company | Common Collective Trusts | — | — | $345K | 1.4% | |
| Self-Directed Brokerage Account * BROKERAGELINK Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $343K | 1.4% | |
| FID FREEDOM 2065 K6 Registered Investment Company | Mutual Funds | — | — | $336K | 1.3% | |
| FID INTL INDEX Registered Investment Company | Mutual Funds | — | — | $305K | 1.2% | |
| VICT NASDAQ 100 R6 Registered Investment Company | Common Stocks | — | — | $300K | 1.2% | |
| VANG VALUE IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $295K | 1.2% | |
| FID FREEDOM 2025 K6 Registered Investment Company | Mutual Funds | — | — | $283K | 1.1% | |
| CALV US LG CP GRI I Registered Investment Company | Common Stocks | — | — | $247K | 1.0% | |
| VANG INFO TEC IDX AD Registered Investment Company | Common Collective Trusts | — | — | $239K | 0.9% | |
| FID MID CAP IDX Registered Investment Company | Common Collective Trusts | — | — | $193K | 0.8% | |
| FID MAGELLAN K6 Registered Investment Company | Mutual Funds | — | — | $192K | 0.8% | |
| FID LG CAP VAL IDX Registered Investment Company | Common Collective Trusts | — | — | $176K | 0.7% | |
| FID FREEDOM 2020 K6 Registered Investment Company | Mutual Funds | — | — | $174K | 0.7% | |
| Registered Investment Companies * FID SEL TECHNOLOGY Registered Investment Company | Mutual Funds | — | — | $172K | 0.7% | |
| VANG MIDCAP IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $161K | 0.6% | |
| DFA IT EXTND QLTY IS Registered Investment Company | Mutual Funds | — | — | $152K | 0.6% | |
| FID SM CAP IDX Registered Investment Company | Common Collective Trusts | — | — | $145K | 0.6% | |
| VANG SM CAP IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $141K | 0.6% | |
| COL GLB TECH GRTH I3 Registered Investment Company | Common Stocks | — | — | $132K | 0.5% | |
| AF AMERICAN MUTUAL R5 Registered Investment Company | Common Stocks | — | — | $128K | 0.5% | |
| TRP EXT EQ MRKT IDX Registered Investment Company | Common Collective Trusts | — | — | $125K | 0.5% | |
| FID CORPORATE BOND Registered Investment Company | Mutual Funds | — | — | $120K | 0.5% | |
| NVN PFD SEC & INC I Registered Investment Company | Common Stocks | — | — | $116K | 0.5% | |
| DFA EMRG MKT CORE EQ Registered Investment Company | Mutual Funds | — | — | $108K | 0.4% | |
| INVS CORP BOND R6 Registered Investment Company | Common Stocks | — | — | $92K | 0.4% | |
| VANG DEV MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $91K | 0.4% | |
| VANG MATERIAL IDX AD Registered Investment Company | Common Collective Trusts | — | — | $88K | 0.3% | |
| VANG EM STK IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $84K | 0.3% | |
| TRP INSTL FLOAT RATE Registered Investment Company | Common Stocks | — | — | $83K | 0.3% | |
| AF GRTH FUND AMER R6 Registered Investment Company | Common Stocks | — | — | $66K | 0.3% | |
| FID TOTAL INTL IDX Registered Investment Company | Common Collective Trusts | — | — | $53K | 0.2% | |
| TRP SCIENCE & TECH I Registered Investment Company | Common Stocks | — | — | $52K | 0.2% | |
| FID FREEDOM 2010 K6 Registered Investment Company ** 25 * FID FREEDOM 2015 K6 Registered Investment Company | Mutual Funds | — | — | $49K | 0.2% | |
| BLKRK HIGH YLD K Registered Investment Company | Common Stocks | — | — | $41K | 0.2% | |
| VANG FTSE AWSCI ADM Registered Investment Company ** 751 VANG HI DIV IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $37K | 0.1% | |
| GS INTL SM CP INS I Registered Investment Company | Common Stocks | — | — | $36K | 0.1% | |
| FID GLB EX US IDX Registered Investment Company | Common Collective Trusts | — | — | $27K | 0.1% | |
| FID EMRG MKTS IDX Registered Investment Company | Common Collective Trusts | — | — | $26K | 0.1% | |
| STATE ST GLB EX-US K Registered Investment Company | Common Stocks | — | — | $26K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $10K |
| — |
