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Original filing (PDF)20251003132957NAL0001436113001
LUMACORP, INC.
Form 5500
FILING_RECEIVED
LUMACORP INC. 401(K) PLAN
401(k) retirement plan
Active participants
180
Accounts w/ balance
207
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUMACORP, INC..
Plan sponsor
Name
LUMACORP, INC.
EIN
75-1954636
Address
5151 BELT LINE RD, · STE 1150, · DALLAS, TX · 75254
Phone
(214) 361-6666
Industry
Real Estatesee 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
2025-10-03
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
SALMON SIMS THOMAS & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
32 direct securities· $7.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FID TOTAL MKT IDX | — | — | — | $653K | 8.4% | |
| FIDELITY FID FREEDOM 2040 K | — | — | — | $642K | 8.3% | |
| FIDELITY FID GOVT MMKT | — | — | — | $632K | 8.2% | |
| FIDELITY FID FREEDOM 2035 K | — | — | — | $601K | 7.8% | |
| FIDELITY FID CONTRAFUND | — | — | — | $539K | 7.0% | |
| FIDELITY FID BLUE CHIP GR | — | — | — | $403K | 5.2% | |
| FIDELITY FID GROWTH COMPANY | — | — | — | $369K | 4.8% | |
| FIDELITY FID INVST GR BD | — | — | — | $319K | 4.1% | |
| FIDELITY FID FREEDOM 2045 K | — | — | — | $296K | 3.8% | |
| FIDELITY FID GLB EX US IDX | — | — | — | $257K | 3.3% | |
| FIDELITY FID LOW PRICED STK | — | — | — | $236K | 3.1% | |
| FIDELITY FID EXTD MKT IDX | — | — | — | $233K | 3.0% | |
| FIDELITY FID FREEDOM 2030 K | — | — | — | $224K | 2.9% | |
| FIDELITY FID MID CAP STOCK | — | — | — | $209K | 2.7% | |
| FIDELITY FID FREEDOM 2060 K | — | — | — | $208K | 2.7% | |
| AMERICAN FUNDS AF AMER MUTUAL R4 | — | — | — | $195K | 2.5% | |
| FIDELITY FID FREEDOM 2050 K | — | — | — | $183K | 2.4% | |
| FIDELITY FID FREEDOM 2025 K | — | — | — | $173K | 2.2% | |
| FIDELITY FID FREEDOM 2055 K | — | — | — | $160K | 2.1% | |
| FIDELITY FID FREEDOM 2070 K ** 762 * PARTICIPANT NOTES RECEIVABLE 6.25% - 11.50% -0- | — | — | — | $147K | 1.9% | |
| FIDELITY FID US BOND IDX | — | — | — | $140K | 1.8% | |
| FIDELITY FID SMALL CAP VALUE | — | — | — | $134K | 1.7% | |
| FIDELITY FID OTC PORTFOLIO | — | — | — | $133K | 1.7% | |
| FIDELITY FID EMERGING MKTS | — | — | — | $114K | 1.5% | |
| FIDELITY FID FREEDOM 2065 K | — | — | — | $112K | 1.4% | |
| FIDELITY FID REAL ESTATE INVS | — | — | — | $111K | 1.4% | |
| FIDELITY FID DIVERSIFD INTL | — | — | — | $108K | 1.4% | |
| FIDELITY FID OVERSEAS | — | — | — | $52K | 0.7% | |
| FIDELITY FID SM CAP IDX | — | — | — | $49K | 0.6% | |
| FIDELITY FID PURITAN | — | — | — | $42K | 0.5% | |
| FIDELITY FID FREEDOM 2020 K | — | — | — | $40K | 0.5% | |
| FIDELITY FID SMALL CAP GROWTH | — | — | — | $23K | 0.3% |
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