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Original filing (PDF)20251007150412NAL0008163936001
LUTRON S.M. INC.
Form 5500
FILING_RECEIVED
LUTRON S.M. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
185
Accounts w/ balance
197
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
12 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUTRON S.M. INC..
Plan sponsor
Name
LUTRON S.M. INC.
EIN
66-0644370
Address
PO BOX 856 · INDUSTRIAL WARS, MSC BOX 856 · HUMACAO, PR · 007920856
Phone
(787) 656-7000
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
5 direct securities · 12 pooled funds· $10.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$8.5M
12 holdings
Uncategorized
$2.1M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT 2040 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.2M | 21.3% | |
| T ROWE PRICE RETIREMENT 2035 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.8M | 16.7% | |
| Vanguard 500 Index | — | — | — | $1.6M | 15.2% | |
| T ROWE PRICE RETIREMENT 2045 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.3M | 11.9% | |
| T ROWE PRICE RETIREMENT 2030 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.0M | 9.7% | |
| T ROWE PRICE RETIREMENT 2015 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $477K | 4.5% | |
| T ROWE PRICE RETIREMENT 2050 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $470K | 4.5% | |
| T ROWE PRICE RETIREMENT 2010 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $407K | 3.9% | |
| T ROWE PRICE RETIREMENT 2025 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $343K | 3.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $176K | 1.7% | |
| Vanguard Extended Market Index Admiral | — | — | — | $174K | 1.6% | |
| Banco Popular Bank Deposit Open Account Time Deposit Variable | — | — | — | $137K | 1.3% | |
| T ROWE PRICE RETIREMENT 2060 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $119K | 1.1% | |
| T ROWE PRICE RETIREMENT 2055 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $117K | 1.1% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $97K | 0.9% | |
| T ROWE PRICE RETIREMENT 2020 TR-F T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $73K | 0.7% | |
| Federated Government Obligations Federated Government Obligations | — | — | — | $61K | 0.6% |
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