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Original filing (PDF)20251016074753NAL0012231026001
LUMITEX, LLC
Form 5500
FILING_RECEIVED
LUMITEX, LLC 401(K) PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
111
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
32 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 LUMITEX, LLC.
Plan sponsor
Name
LUMITEX, LLC
EIN
84-3879573
Address
6611 W SNOWVILLE RD · BRECKSVILLE, OH · 44141
Phone
(440) 243-8401
Industry
Manufacturingsee 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
2025-10-16
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)
Audit & trust (Schedule H)
Auditor
D'AMICO WAWRIN & COMPANY CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
Investments
19 direct securities · 13 pooled funds· $8.4M(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.
Common Collective Trust
$5.6M
13 holdings
Uncategorized
$2.7M
18 holdings
Guaranteed Income / GIC
$167K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 15.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 13.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $513K | 6.1% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $507K | 6.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $481K | 5.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $477K | 5.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $438K | 5.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $363K | 4.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $339K | 4.0% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fund | — | — | — | $334K | 4.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $311K | 3.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $269K | 3.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $266K | 3.2% | |
| JP Morgan Funds JP Morgan Mid Cap Growth Fund | — | — | — | $227K | 2.7% | |
| The American Funds American Funds NewPrsp R6 Fnd | — | — | — | $224K | 2.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $190K | 2.3% | |
| Alliance Bernstein AB Large Cap Growth Z Fund | — | — | — | $179K | 2.1% | |
| * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $167K | 2.0% | |
| MFS Investment Management MFS Mid Cap Value R6 Fund | — | — | — | $146K | 1.7% | |
| Participant Loans 9.50% maturing through 2037 -0- | — | — | — | $113K | 1.3% | |
| PIMCO Funds PIMCO Income Institutional Fd | — | — | — | $77K | 0.9% | |
| Registered Investment Companies SEI Trust Company Allspring Spec Sm Cp Value R6 | — | — | — | $65K | 0.8% | |
| American Century Investments American Century SC GR R6 FD | — | — | — | $62K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $54K | 0.6% | |
| Cohen & Steers Cohen & Steers Re Est Sec Z Fd | — | — | — | $41K | 0.5% | |
| The American Funds Amer Funds Amer Bal R6 Fd | — | — | — | $37K | 0.4% | |
| Legg Mason ClearBridge Intl Grth Is Fd | — | — | — | $31K | 0.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $20K | 0.2% | |
| (E) | — | — | — | $20K | 0.2% | |
| The American Funds American Funds NewWorld R6 | — | — | — | $16K | 0.2% | |
| The American Funds Am Fds Bd Fd of Am Rd Fd | — | — | — | $11K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $5K | <0.1% |
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