ADAM Stomp signed Lumanity Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lumanity Inc.'s EIN is 84-4706053.
Download the official 2024 Form 5500 (PDF) for Lumanity Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lumanity Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-1517485 | — | RETAINED BY EMPLOYER | $66K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MyWayRet Index 2050 R | Other securities | — | — | $7.2M | 14.8% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2050 R · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $7.2M | 14.8% | |
| MyWayRet Index 2045 R | Other securities | — | — | $6.8M | 13.9% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2045 R · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $6.8M | 13.9% | |
| MyWayRet Index 2040 R | Other securities | — | — | $6.7M | 13.8% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2040 R · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $6.7M | 13.8% | |
| MyWayRet Index Ret Fund R | Other securities | — | — | $6.4M | 13.2% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX RET FUND R · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $6.4M | 13.2% | |
| MyWayRet Index 2035 R | Other securities | — | — | $6.1M | 12.5% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2035 R · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $6.1M | 12.5% | |
| MyWayRet Index 2055 R | Other securities | — | — | $3.1M | 6.4% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2055 R · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $3.1M | 6.4% | |
| MyWayRet Index 2030 R | Other securities | — | — | $2.1M | 4.4% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2030 R · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $2.1M | 4.4% | |
| MyWayRet Index 2060 R | Other securities | — | — | $2.1M | 4.3% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2060 R · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $2.1M | 4.3% | |
| BlackRock Equity Index Cl 1 | Common Collective Trusts | — | — | $1.8M | 3.7% | |
| GREAT GRAY TRUST COMPANY WILMINGTON BR EQ IDX 1 · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.8M | 3.7% | |
| MyWayRet Large Cap Growth R | Other securities | — | — | $1.1M | 2.2% | |
| GREAT GRAY TRUST COMPANY MYWAYRET LARGE CAP GROWTH R · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| MyWayRet Index 2065 R | Other securities | — | — | $750K | 1.5% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2065 R · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $750K | 1.5% | |
| BlackRock EAFE Equity Idx R | Common Collective Trusts | — | — | $528K | 1.1% | |
| GREAT GRAY TRUST COMPANY WILMINGTON BR EAFE EQ IDX R · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $528K | 1.1% | |
| MyWayRet Large Cap Value R | Other securities | — | — | $437K | 0.9% | |
| GREAT GRAY TRUST COMPANY MYWAYRET LARGE CAP VALUE R · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $437K | 0.9% | |
| BlackRock Russell 2000 Idx R | Common Collective Trusts | — | — | $437K | 0.9% | |
| GREAT GRAY TRUST COMPANY WILMINGTON BR RUSS 2000 IDX R · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $437K | 0.9% | |
| MyWayRet Balanced R | Other securities | — | — | $396K | 0.8% | |
| GREAT GRAY TRUST COMPANY MYWAYRET BALANCED R · EIN 38-4139866 / PN 644 | Common Collective Trust | — | — | $396K | 0.8% | |
| BlackRock U.S. Debt Index Cl 1 | Other securities | — | — | $387K | 0.8% | |
| GREAT GRAY TRUST COMPANY WILMINGTON BR U.S. DEBT IDX 1 · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $387K | 0.8% | |
| BlackRock MC Equity Index 1 | Common Collective Trusts | — | — | $375K | 0.8% | |
| GREAT GRAY TRUST COMPANY BLACKROCK MC EQUITY INDEX 1 · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $375K | 0.8% | |
| Participant loans | Participant loans | — | — | $359K | 0.7% | |
| BlackRock US TIPs Index 1 | Other securities | — | — | $202K | 0.4% | |
| GREAT GRAY TRUST COMPANY BLACKROCK US TIPS INDEX 1 · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $202K | 0.4% | |
| MyWayRet Mid Cap Growth R | Other securities | — | — | $174K | 0.4% | |
| GREAT GRAY TRUST COMPANY MYWAYRET MID CAP GROWTH R · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $174K | 0.4% | |
| MyWayRet Commodities R | Other securities | — | — | $154K | 0.3% | |
| GREAT GRAY TRUST COMPANY MYWAYRET COMMODITIES R · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $154K | 0.3% | |
| JOHN HANCOCK STABLE VALUE FUND CIT JOHN HANCOCK STABLE VALUE R11 · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $137K | 0.3% | |
| MyWayRetirement Intl Value RJ | Other securities | — | — | $113K | 0.2% | |
| GREAT GRAY TRUST COMPANY MYWAYRETIREMENT INTL VALUE RJ · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $113K | 0.2% | |
| MyWayRet Mid Cap Value R | Other securities | — | — | $91K | 0.2% | |
| GREAT GRAY TRUST COMPANY MYWAYRET MID CAP VALUE R · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $91K | 0.2% | |
| MyWayRet Multisector Bd R | Other securities | — | — | $86K | 0.2% | |
| GREAT GRAY TRUST COMPANY MYWAYRET MULTISECTOR BD R · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $86K | 0.2% | |
| MyWayRet Small Cap Growth R | Other securities | — | — | $84K | 0.2% | |
| GREAT GRAY TRUST COMPANY MYWAYRET SMALL CAP GROWTH R · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $84K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
