IAN Mattingly signed Lumacorp, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lumacorp, Inc.'s EIN is 75-1954636.
Download the official 2024 Form 5500 (PDF) for Lumacorp, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lumacorp, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FID TOTAL MKT IDX | Common Collective Trusts | — | — | $653K | 8.4% | |
| FIDELITY FID FREEDOM 2040 K | Mutual Funds | — | — | $642K | 8.3% | |
| FIDELITY FID GOVT MMKT | Mutual Funds | — | — | $632K | 8.2% | |
| FIDELITY FID FREEDOM 2035 K | Mutual Funds | — | — | $601K | 7.8% | |
| FIDELITY FID CONTRAFUND | Mutual Funds | — | — | $539K | 7.0% | |
| FIDELITY FID BLUE CHIP GR | Mutual Funds | — | — | $403K | 5.2% | |
| FIDELITY FID GROWTH COMPANY | Mutual Funds | — | — | $369K | 4.8% | |
| FIDELITY FID INVST GR BD | Mutual Funds | — | — | $319K | 4.1% | |
| FIDELITY FID FREEDOM 2045 K | Mutual Funds | — | — | $296K | 3.8% | |
| FIDELITY FID GLB EX US IDX | Common Collective Trusts | — | — | $257K | 3.3% | |
| FIDELITY FID LOW PRICED STK | Mutual Funds | — | — | $236K | 3.1% | |
| FIDELITY FID EXTD MKT IDX | Common Collective Trusts | — | — | $233K | 3.0% | |
| FIDELITY FID FREEDOM 2030 K | Mutual Funds | — | — | $224K | 2.9% | |
| FIDELITY FID MID CAP STOCK | Mutual Funds | — | — | $209K | 2.7% | |
| FIDELITY FID FREEDOM 2060 K | Mutual Funds | — | — | $208K | 2.7% | |
| AMERICAN FUNDS AF AMER MUTUAL R4 | Mutual Funds | — | — | $195K | 2.5% | |
| FIDELITY FID FREEDOM 2050 K | Mutual Funds | — | — | $183K | 2.4% | |
| FIDELITY FID FREEDOM 2025 K | Mutual Funds | — | — | $173K | 2.2% | |
| FIDELITY FID FREEDOM 2055 K | Mutual Funds | — | — | $160K | 2.1% | |
| FIDELITY FID FREEDOM 2070 K ** 762 * PARTICIPANT NOTES RECEIVABLE 6.25% - 11.50% -0- | Mutual Funds | — | — | $147K | 1.9% | |
| FIDELITY FID US BOND IDX | Common Collective Trusts | — | — | $140K | 1.8% | |
| FIDELITY FID SMALL CAP VALUE | Mutual Funds | — | — | $134K | 1.7% | |
| FIDELITY FID OTC PORTFOLIO | Mutual Funds | — | — | $133K | 1.7% | |
| FIDELITY FID EMERGING MKTS | Mutual Funds | — | — | $114K | 1.5% | |
| FIDELITY FID FREEDOM 2065 K | Mutual Funds | — | — | $112K | 1.4% | |
| FIDELITY FID REAL ESTATE INVS | Mutual Funds | — | — | $111K | 1.4% | |
| FIDELITY FID DIVERSIFD INTL | Mutual Funds | — | — | $108K | 1.4% | |
| FIDELITY FID OVERSEAS | Mutual Funds | — | — | $52K | 0.7% | |
| FIDELITY FID SM CAP IDX | Common Collective Trusts | — | — | $49K | 0.6% | |
| FIDELITY FID PURITAN | Mutual Funds | — | — | $42K | 0.5% | |
| FIDELITY FID FREEDOM 2020 K | Mutual Funds | — | — | $40K | 0.5% | |
| FIDELITY FID SMALL CAP GROWTH | Mutual Funds | — | — | $23K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
