Carlton PATE signed Lumivero, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lumivero, LLC's EIN is 83-0989861.
Download the official 2024 Form 5500 (PDF) for Lumivero, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lumivero, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPING | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 20-1655305 | FAIRFEILD, IN | BROKER DEALER OF ADVISOR | $39K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $3.5M | 21.7% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $3.1M | 18.8% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $2.2M | 13.6% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $1.2M | 7.2% | |
| Vanguard Total Stock Market Index Adm Fund " | Common Collective Trusts | — | — | $1.2M | 7.1% | |
| Vanguard Target Retirement 2055 Fund " | Mutual Funds | — | — | $1.1M | 7.0% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $919K | 5.6% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $607K | 3.7% | |
| Vanguard 500 Index Adm Fund " | Common Collective Trusts | — | — | $537K | 3.3% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $480K | 3.0% | |
| MFS International Growth R6 Fund " | Mutual Funds | — | — | $194K | 1.2% | |
| Vanguard Target Retirement 2065 Fund " | Mutual Funds | — | — | $170K | 1.0% | |
| JPMorgan Large Cap Growth R6 Fund " | Other securities | — | — | $162K | 1.0% | |
| Vanguard Mid Cap Index Adm Fund " | Mutual Funds | — | — | $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%) - | Bonds / Notes | — | — | $70K | 0.4% | |
| Vanguard Developed Markets Index Adm Fund " | Mutual Funds | — | — | $65K | 0.4% | |
| Vanguard Windsor II Adm Fund " | Mutual Funds | — | — | $58K | 0.4% | |
| Vanguard Small-Cap Index Adm Fund " | Mutual Funds | — | — | $54K | 0.3% | |
| Allspring Core Plus Bond R6 Fund " | Other securities | — | — | $54K | 0.3% | |
| AB Small Cap Growth Portfolio Z Fund " | Other securities | — | — | $47K | 0.3% | |
| Brown Advisory Sustainable Gr Instl Fund " | Other securities | — | — | $45K | 0.3% | |
| Vanguard Equity Income Adm Fund " | Mutual Funds | — | — | $42K | 0.3% | |
| Vanguard Short-Term Treasury Index Adm Fund " | Mutual Funds | — | — | $40K | 0.2% | |
| American Funds Inflation Linked Bond R6 Fund " | Mutual Funds | — | — | $33K | 0.2% | |
| BlackRock Technology Opportunity K Fund " | Other securities | — | — | $27K | 0.2% | |
| Allspring Special Small Cap Value R6 Fund " | Other securities | — | — | $27K | 0.2% | |
| Calvert U.S. Large Cap Core Response Index I Fund " | Other securities | — | — | $26K | 0.2% | |
| DFA International Value Portfolio I Fund " | Mutual Funds | — | — | $23K | 0.1% | |
| American Funds New World R6 Fund " | Mutual Funds | — | — | $23K | 0.1% | |
| Calvert Bond Fund R6 " | U.S. Treasuries | — | — | $22K | 0.1% | |
| Vanguard Real Estate Index Adm Fund " | Mutual Funds | — | — | $18K | 0.1% | |
| Vanguard Target Retirement Income Fund " | Mutual Funds | — | — | $15K | <0.1% | |
| Carillon Eagle Mid Cap Growth R6 Fund " | Other securities | — | — | $14K | <0.1% | |
| PIMCO Income Instl " | Mutual Funds | — | — | $9K | <0.1% | |
| American Century Mid Cap Value R6 Fund " | Other securities | — | — | $9K | <0.1% | |
| Vanguard FTSE Social Index Adm Fund " | Mutual Funds | — | — | $8K | <0.1% | |
| PGIM High Yield R6 Fund " | Other securities | — | — | $7K | <0.1% | |
| Vanguard Federal Money Market Inv Fund Mutual fund | Mutual Funds | — | — | $6K | <0.1% | |
| BlackRock Health Sciences Opportunity Portfolio K Fund " | Other securities | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2020 Fund " | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
