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Original filing (PDF)20250828140629NAL0005571795001
LUMEN TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
LUMEN 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 3
89% in single holdingNo recordkeeper disclosed7 service providers
Active participants
21,466
Accounts w/ balance
36,691
Plan assets (EOY)
$7.3B
Net assets (EOY)
$7.3B
How this plan invests
This plan
2 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "(Dollars in thousands) CenturyLink, Inc. Defined Contribution * Plan Master Trust Investment in Master Trust" is 89% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUMEN TECHNOLOGIES, INC..
Plan sponsor
Name
LUMEN TECHNOLOGIES, INC.
EIN
72-0651161
Address
100 CENTURYLINK DRIVE · P. O. BOX 4065 · MONROE, LA · 71203
Phone
(318) 388-9000
Industry
Information / Tech / Mediasee all
Plan administrator
Name
LUMEN EMPLOYEE BENEFITS COMMITTEE
EIN
72-0651161
City
VANCOUVER, WA
Phone
(360) 905-7972
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
EISNERAMPER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-1520346 | — | NONE | $842K | — |
| SMARTPATH, INC | 37-1851490 | — | NONE | $123K | — |
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $51K | — |
| EISNERAMPER | 87-1363769 | — | NONE | $50K | — |
| SMARTPATH ADVISORS,LLC | 84-1969238 | — | NONE | $17K | — |
| PENSION BENEFIT INFORMATION, LLC | 82-2042737 | — | NONE | $9K | — |
| JEFFREY WILSON | 82-2454613 | — | NONE | $7K | — |
Investments
2 direct securities · 2 pooled funds· $7.3B(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.
Master Trust
$6.5B
1 holding
Uncategorized
$815.0M
2 holdings
Common Collective Trust
$937K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CENTURYLINK,INC. DC PLN MASTER TRST LUMEN TECHNOLOGIES, INC. · EIN 22-3268918 / PN 006 | Master Trust | — | — | $6.5B | 88.7% | |
| Personal Choice Retirement Account® Self-Directed Brokerage Account | — | — | — | $726.2M | 10.0% | |
| Participants Loans, net of deemed distributions Maturities to December 17, 2039 | — | — | — | $88.8M | 1.2% | |
| COLTV SHORT TERM INVT FUND NORTHERN TRUST · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $937K | <0.1% |
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