Jackie Wilson signed Lumitex, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lumitex, LLC's EIN is 84-3879573.
Download the official 2024 Form 5500 (PDF) for Lumitex, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lumitex, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % 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 | Common Collective Trusts | — | — | $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 | Other securities | — | — | $334K | 4.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $311K | 3.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $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 | Other securities | — | — | $227K | 2.7% | |
| The American Funds American Funds NewPrsp R6 Fnd | Mutual Funds | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $146K | 1.7% | |
| Participant Loans 9.50% maturing through 2037 -0- | Bonds / Notes | — | — | $113K | 1.3% | |
| PIMCO Funds PIMCO Income Institutional Fd | Mutual Funds | — | — | $77K | 0.9% | |
| Registered Investment Companies SEI Trust Company Allspring Spec Sm Cp Value R6 | Common Stocks | — | — | $65K | 0.8% | |
| American Century Investments American Century SC GR R6 FD | Other securities | — | — | $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 | Other securities | — | — | $41K | 0.5% | |
| The American Funds Amer Funds Amer Bal R6 Fd | Mutual Funds | — | — | $37K | 0.4% | |
| Legg Mason ClearBridge Intl Grth Is Fd | Other securities | — | — | $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) | Other securities | — | — | $20K | 0.2% | |
| The American Funds American Funds NewWorld R6 | Mutual Funds | — | — | $16K | 0.2% | |
| The American Funds Am Fds Bd Fd of Am Rd Fd | Mutual Funds | — | — | $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% |
