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Original filing (PDF)20250801094653NAL0009925632001
LUX ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
LUX ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
195
Accounts w/ balance
319
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: GALLIARD STABLE RETURN FUND K (extraction pending)]" is 100% of plan.
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUX ENTERPRISES, INC..
Plan sponsor
Name
LUX ENTERPRISES, INC.
EIN
75-2885092
Address
14841 DALLAS PARKWAY · SUITE 500 · DALLAS, TX · 75254
Phone
(214) 378-4000
Industry
Retail Tradesee 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
2025-08-01
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS & COMPANY, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $48K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY, L.L.P. | 54-0504608 | BRISTOL, VA | AUDITOR | $17K | — |
Investments
1 direct security · 1 pooled fund· $1.3M(8% 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.
Uncategorized
$651K
1 holding
Common Collective Trust
$651K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: GALLIARD STABLE RETURN FUND K (extraction pending)] | — | — | — | $651K | 3.8% | |
| WELLS FARGO STABLE VALUE FUND K WELLS FARGO BANK, N.A. · EIN 90-6153906 / PN 001 | Common Collective Trust | — | — | $651K | 3.8% |