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Original filing (PDF)20251010110705NAL0012921200002
LUMIVERO, LLC
Form 5500
FILING_RECEIVED
LUMIVERO, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
127
Accounts w/ balance
162
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
1 pooled trust
Schedule D
41 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUMIVERO, LLC.
Plan sponsor
Name
LUMIVERO, LLC
EIN
83-0989861
Address
1331 17TH STREET, · SUITE 404 · DENVER, CO · 80202
Phone
(607) 277-8000
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CAROB & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPING | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 20-1655305 | FAIRFEILD, IN | BROKER DEALER OF ADVISOR | $39K | — |
Investments
40 direct securities · 1 pooled fund· $16.3M(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.
Uncategorized
$16.2M
40 holdings
Pooled Separate Account
$100K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund " | — | — | — | $3.5M | 21.7% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $3.1M | 18.8% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $2.2M | 13.6% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $1.2M | 7.2% | |
| Vanguard Total Stock Market Index Adm Fund " | — | — | — | $1.2M | 7.1% | |
| Vanguard Target Retirement 2055 Fund " | — | — | — | $1.1M | 7.0% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $919K | 5.6% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $607K | 3.7% | |
| Vanguard 500 Index Adm Fund " | — | — | — | $537K | 3.3% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $480K | 3.0% | |
| MFS International Growth R6 Fund " | — | — | — | $194K | 1.2% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $170K | 1.0% | |
| JPMorgan Large Cap Growth R6 Fund " | — | — | — | $162K | 1.0% | |
| Vanguard Mid Cap Index Adm Fund " | — | — | — | $117K | 0.7% | |
| PRINCIPAL US PROPERTY PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 001 | Pooled Separate Account | — | — | $100K | 0.6% | |
| Participant Loans (9.00% - 9.50%) - | — | — | — | $70K | 0.4% | |
| Vanguard Developed Markets Index Adm Fund " | — | — | — | $65K | 0.4% | |
| Vanguard Windsor II Adm Fund " | — | — | — | $58K | 0.4% | |
| Vanguard Small-Cap Index Adm Fund " | — | — | — | $54K | 0.3% | |
| Allspring Core Plus Bond R6 Fund " | — | — | — | $54K | 0.3% | |
| AB Small Cap Growth Portfolio Z Fund " | — | — | — | $47K | 0.3% | |
| Brown Advisory Sustainable Gr Instl Fund " | — | — | — | $45K | 0.3% | |
| Vanguard Equity Income Adm Fund " | — | — | — | $42K | 0.3% | |
| Vanguard Short-Term Treasury Index Adm Fund " | — | — | — | $40K | 0.2% | |
| American Funds Inflation Linked Bond R6 Fund " | — | — | — | $33K | 0.2% | |
| BlackRock Technology Opportunity K Fund " | — | — | — | $27K | 0.2% | |
| Allspring Special Small Cap Value R6 Fund " | — | — | — | $27K | 0.2% | |
| Calvert U.S. Large Cap Core Response Index I Fund " | — | — | — | $26K | 0.2% | |
| DFA International Value Portfolio I Fund " | — | — | — | $23K | 0.1% | |
| American Funds New World R6 Fund " | — | — | — | $23K | 0.1% | |
| Calvert Bond Fund R6 " | — | — | — | $22K | 0.1% | |
| Vanguard Real Estate Index Adm Fund " | — | — | — | $18K | 0.1% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $15K | <0.1% | |
| Carillon Eagle Mid Cap Growth R6 Fund " | — | — | — | $14K | <0.1% | |
| PIMCO Income Instl " | — | — | — | $9K | <0.1% | |
| American Century Mid Cap Value R6 Fund " | — | — | — | $9K | <0.1% | |
| Vanguard FTSE Social Index Adm Fund " | — | — | — | $8K | <0.1% | |
| PGIM High Yield R6 Fund " | — | — | — | $7K | <0.1% | |
| Vanguard Federal Money Market Inv Fund Mutual fund | — | — | — | $6K | <0.1% | |
| BlackRock Health Sciences Opportunity Portfolio K Fund " | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $2K | <0.1% |
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