Back to filter
Original filing (PDF)20251015151002NAL0002640931001
LUMIN8 TRANSPORTATION TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
LUMIN8 TRANSPORTATION TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
358
Accounts w/ balance
237
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
10 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUMIN8 TRANSPORTATION TECHNOLOGIES, LLC.
Plan sponsor
Name
LUMIN8 TRANSPORTATION TECHNOLOGIES, LLC
EIN
84-1044047
Address
5920 LAMAR STREET · ARVADA, CO · 80003
Phone
(303) 570-1916
Industry
Electrical Contractors· Constructionsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
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
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $35K | — |
Investments
16 direct securities · 10 pooled funds· $19.6M(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
$12.0M
16 holdings
Common Collective Trust
$7.6M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Blue Chip Growth | — | — | — | $3.4M | 17.4% | |
| Fidelity 500 Index | — | — | — | $2.4M | 12.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.7M | 8.8% | |
| Empower Annuity** Unallocated contract - EI Fixed Account - Series Class III | — | — | — | $1.3M | 6.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.2M | 6.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.2M | 6.1% | |
| JPMorgan Equity Income | — | — | — | $1.2M | 6.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $960K | 4.9% | |
| MassMutual Mid cap growth I | — | — | — | $742K | 3.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $657K | 3.3% | |
| Fidelity Total International Index | — | — | — | $548K | 2.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $502K | 2.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $460K | 2.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $458K | 2.3% | |
| Fidelity Mid Cap Index | — | — | — | $444K | 2.3% | |
| Fidelity Small Cap Index | — | — | — | $434K | 2.2% | |
| Fidelity US Bond Index | — | — | — | $385K | 2.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $359K | 1.8% | |
| American Century American Century Small Cap Value | — | — | — | $337K | 1.7% | |
| through July 2030 - | — | — | — | $257K | 1.3% | |
| Invesco International Diversified | — | — | — | $197K | 1.0% | |
| Doubleline Total Return Bond | — | — | — | $98K | 0.5% | |
| Principal Small-Cap Growth I | — | — | — | $95K | 0.5% | |
| MFS Mid Cap Value | — | — | — | $85K | 0.4% | |
| BlackRock Strategic Income Opps | — | — | — | $78K | 0.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $49K | 0.2% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Electrical Contractors plans
OHIO VALLEY ELECTRICAL SERVICES, INC.
OHIO VALLEY ELECTRICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$19.6M · 141 participants
CEC ELECTRICAL, INC.
CEC 401(K) RETIREMENT PLAN
$19.7M · 1,322 participants
WESTERN ELECTRICAL CONTRACTORS ASSOCIATION, INC.
WECA ATC RETIREMENT PLAN AND TRUST
$19.5M · 754 participants
ERMCO, INC.
ERMCO, INC. 401(K) SAVINGS PLAN
$19.8M · 133 participants
MUSKA ELECTRIC CO.
MUSKA ELECTRIC CO. PROFIT SHARING AND 401(K) PLAN
$19.9M · 54 participants
METROPOLITAN ELECTRICAL CONSTRUCTION, INC.
METROPOLITAN ELECTRICAL CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN
$19.3M · 35 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B