Original filing (PDF)20250410175951NAL0036169376001

Lumen FX

Name: Lumen FX — Lumen FX 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Lumen FX
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lumen FX 401(k) Profit Sharing Plan

401(k) retirement plan · Lumen FX's Lumen FX 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Lumen FX's EIN is 47-0862285.

EIN 47-0862285

Plan number 001

Plan year 2024

ACK ID 20250410175951NAL0036169376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lumen FX from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lumen FX's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUMEN FX.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LUMEN FX

EIN

all filings

Address

4435 RIDGEWOOD LANE S · BILLINGS, MT · 59106

Phone

(406) 245-7116

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-03-07

Filed

2025-04-10

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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