Original filing (PDF)20251014161255NAL0001666931001

LUMINIS HEALTH CARE SERVICES, INC.

Name: LUMINIS HEALTH CARE SERVICES, INC. — LUMINIS HEALTH CARE SERVICES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: LUMINIS HEALTH CARE SERVICES, INC.

Form 5500

FILING_RECEIVED

LUMINIS HEALTH CARE SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

784

Accounts w/ balance

1,749

Plan assets (EOY)

$30.3M

Net assets (EOY)

$30.3M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUMINIS HEALTH CARE SERVICES, INC..

Plan sponsor

Name

LUMINIS HEALTH CARE SERVICES, INC.

EIN

52-1646304

Address

1997 ANNAPOLIS EXCHANGE PARKWAY · #480 · ANNAPOLIS, MD · 214012777

Phone

(443) 481-1973

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MANAGEMENT	$24K	—

Investments

33 direct securities· $30.4M(100% of reported assets)

Other securities

$30.0M

32 holdings

Participant loans

$407K

1 holding

					% of plan
Empower Lifetime 2055 T Fund Interest in registered investment companies XX	Other securities	—	—	$6.9M	22.6%
Empower Lifetime 2045 T Fund Interest in registered investment companies XX	Other securities	—	—	$5.1M	16.8%
Empower Lifetime 2035 T Fund Interest in registered investment companies XX	Other securities	—	—	$3.7M	12.3%
Empower Lifetime 2025 T Fund Interest in registered investment companies XX	Other securities	—	—	$2.1M	6.8%
Nuveen S&P 500 Index Retirement Fund Interest in registered investment companies XX	Other securities	—	—	$2.0M	6.6%
Nuveen International Equity Index Retirement Fund Interest in registered investment companies XX	Other securities	—	—	$1.2M	4.0%
Empower Guaranteed Interest Fund Guaranteed interest fund XX	Other securities	—	—	$858K	2.8%
Fidelity Contrafund Interest in registered investment companies XX	Other securities	—	—	$849K	2.8%
Columbia Contrarian Core Advantage Fund Interest in registered investment companies XX	Other securities	—	—	$578K	1.9%
Virtus Vontobel Emerging Markets Opportunities A Fund Interest in registered investment companies XX	Other securities	—	—	$573K	1.9%
Columbia Dividend Opportunity Advantage Fund Interest in registered investment companies XX	Other securities	—	—	$564K	1.9%
Metropolitan West Total Return Bond Fund Interest in registered investment companies XX	Other securities	—	—	$529K	1.7%
JP Morgan Large-Cap Growth I Fund Interest in registered investment companies XX	Other securities	—	—	$471K	1.6%
maturing through April 2038 -	Other securities	—	—	$407K	1.3%
PARTICIPANT LOANS VARIOUS	Participant loans	—	$407K	$407K	1.3%
T. Rowe Price QM U.S. Bond Index Fund Interest in registered investment companies XX	Other securities	—	—	$390K	1.3%
Principal Mid-Cap S&P 400 Index R5 Fund Interest in registered investment companies XX	Other securities	—	—	$376K	1.2%
Principal Mid-Cap R5 Fund Interest in registered investment companies XX	Other securities	—	—	$370K	1.2%
Empower Secured Foundation Balanced G Fund Interest in registered investment companies XX	Other securities	—	—	$365K	1.2%
Nuveen Small Cap Blend Index Retirement Fund Interest in registered investment companies XX	Other securities	—	—	$354K	1.2%
Fidelity Growth Discovery Fund Interest in registered investment companies XX	Other securities	—	—	$317K	1.0%
PIMCO Income Admin Fund Interest in registered investment companies XX	Other securities	—	—	$316K	1.0%
Empower Lifetime 2015 T Fund Interest in registered investment companies XX	Other securities	—	—	$295K	1.0%
Macquarie Small Cap Value Institutional Fund Interest in registered investment companies XX	Other securities	—	—	$270K	0.9%
BlackRock Inflation Protected Bond Institutional Fund Interest in registered investment companies XX	Other securities	—	—	$246K	0.8%
Invesco Oppenheimer International Growth Y Fund Interest in registered investment companies XX	Other securities	—	—	$182K	0.6%
John Hancock Disciplined Value Mid Cap I Fund Interest in registered investment companies XX	Other securities	—	—	$155K	0.5%
MFS International Intrinsic Value R4 Fund Interest in registered investment companies XX	Other securities	—	—	$154K	0.5%
Principal Real Estate Securities R5 Fund Interest in registered investment companies XX	Other securities	—	—	$142K	0.5%
Oakmark International Investor Fund Interest in registered investment companies XX	Other securities	—	—	$106K	0.3%
Pioneer Equity Income Y Fund Interest in registered investment companies XX	Other securities	—	—	$103K	0.3%
Empower Guaranteed Fixed Fund Guaranteed fixed fund XX	Other securities	—	—	$53K	0.2%
Templeton Global Total Return Advantage Fund Interest in registered investment companies XX	Other securities	—	—	$2K	<0.1%