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Original filing (PDF)20251013202322NAL0002716608001
LUMANITY INC.
Form 5500
FILING_RECEIVED
LUMANITY INC. 401(K) SAFE HARBOR PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
103
Accounts w/ balance
175
Plan assets (EOY)
$20.1M
Net assets (EOY)
$20.1M
How this plan invests
This plan
32 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUMANITY INC..
Plan sponsor
Name
LUMANITY INC.
EIN
84-4706053
Address
790 TOWNSHIP LINE ROAD · SUITE 200 · YARDLEY, PA · 19067
Phone
(617) 715-7850
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-1517485 | — | RETAINED BY EMPLOYER | $17K | — |
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $11K | — |
Investments
24 direct securities · 32 pooled funds· $40.1M(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
$20.1M
24 holdings
Common Collective Trust
$20.0M
32 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MyWayRet Index 2040 R | — | — | — | $4.2M | 21.0% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2040 R · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $4.2M | 21.0% | |
| BlackRock Equity Index Cl 1 | — | — | — | $3.3M | 16.6% | |
| GREAT GRAY TRUST COMPANY BLACK ROCK EQ IDX 1 · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $3.3M | 16.6% | |
| MyWayRet Index 2055 R | — | — | — | $3.2M | 16.1% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2055 R · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $3.2M | 16.1% | |
| MyWayRet Index 2060 R | — | — | — | $2.6M | 12.7% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2060 R · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $2.6M | 12.7% | |
| MyWayRet Index 2035 R | — | — | — | $1.5M | 7.4% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2035 R · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $1.5M | 7.4% | |
| MyWayRet Index 2065 R | — | — | — | $1.1M | 5.6% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2065 R · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $1.1M | 5.6% | |
| MyWayRet Index 2050 R | — | — | — | $1.1M | 5.3% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2050 R · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $1.1M | 5.3% | |
| MyWayRet Index 2045 R | — | — | — | $848K | 4.2% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX 2045 R · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $848K | 4.2% | |
| BlackRock U.S. Debt Index Cl 1 | — | — | — | $649K | 3.2% | |
| GREAT GRAY TRUST COMPANY BLACK ROCK U.S. DEBT IDX 1 · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $649K | 3.2% | |
| BlackRock Russell 2000 Idx R | — | — | — | $304K | 1.5% | |
| GREAT GRAY TRUST COMPANY WILMINGTON BR RUSS 2000 IDX R · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $304K | 1.5% | |
| MyWayRet Multisector Bd R | — | — | — | $282K | 1.4% | |
| GREAT GRAY TRUST COMPANY MYWAYRET MULTISECTOR BD R · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $282K | 1.4% | |
| MyWayRet Core Bond R | — | — | — | $276K | 1.4% | |
| GREAT GRAY TRUST COMPANY MYWAYRET CORE BOND R · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $276K | 1.4% | |
| GREAT GRAY TRUST COMPANY WILMINGTON BR EAFE EQ IDX R · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $199K | 1.0% | |
| BlackRock EAFE Equity Idx R | — | — | — | $199K | 1.0% | |
| MyWayRet Emerging Markets R | — | — | — | $137K | 0.7% | |
| GREAT GRAY TRUST COMPANY MYWAYRET EMERGING MARKETS R · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $137K | 0.7% | |
| MyWayRet Large Cap Growth R | — | — | — | $91K | 0.5% | |
| GREAT GRAY TRUST COMPANY MYWAYRET LARGE CAP GROWTH R · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $91K | 0.5% | |
| MyWayRet Real Estate R | — | — | — | $79K | 0.4% | |
| GREAT GRAY TRUST COMPANY MYWAYRET REAL ESTATE R · EIN 38-7264530 / PN 693 | Common Collective Trust | — | — | $79K | 0.4% | |
| JPMorgan US Govt MMkt Cap Cl | — | — | — | $78K | 0.4% | |
| BlackRock MC Equity Index 1 | — | — | — | $65K | 0.3% | |
| GREAT GRAY TRUST COMPANY BLACKROCK MC EQUITY INDEX 1 · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $65K | 0.3% | |
| JH Stable Value Guaranteed Inc | — | — | — | $15K | <0.1% | |
| MyWayRet Index Ret Fund R | — | — | — | $8K | <0.1% | |
| GREAT GRAY TRUST COMPANY MYWAYRET INDEX RET FUND R · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $8K | <0.1% | |
| MyWayRet Commodities R | — | — | — | $3K | <0.1% | |
| GREAT GRAY TRUST COMPANY MYWAYRET COMMODITIES R · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $3K | <0.1% | |
| MyWayRet Small Cap Growth R | — | — | — | $2K | <0.1% | |
| GREAT GRAY TRUST COMPANY MYWAYRET SMALL CAP GROWTH R · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $2K | <0.1% | |
| MyWayRet Global Bd R | — | — | — | $2K | <0.1% | |
| GREAT GRAY TRUST COMPANY MYWAYRET GLOBAL BD R · EIN 83-1098532 / PN 359 | Common Collective Trust | — | — | $2K | <0.1% | |
| BlackRock US TIPs Index 1 | — | — | — | $1K | <0.1% | |
| GREAT GRAY TRUST COMPANY BLACKROCK US TIPS INDEX 1 · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $1K | <0.1% | |
| JOHN HANCOCK STABLE VALUE FUND CIT JOHN HANCOCK STABLE VALUE R11 · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WILMINGTON TRUST, N.A. MYWAYRET BALANCED R · EIN 38-4139866 / PN 644 | Common Collective Trust | — | — | $0 | <0.1% | |
| WILMINGTON TRUST, N.A. MYWAYRET INDEX 2025 R · EIN 38-4065299 / PN 383 | Common Collective Trust | — | — | $0 | <0.1% | |
| WILMINGTON TRUST, N.A. MYWAYRET INDEX 2030 R · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $0 | <0.1% | |
| WILMINGTON TRUST, N.A. MYWAYRET LARGE CAP VALUE R · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $0 | <0.1% | |
| WILMINGTON TRUST, N.A. MYWAYRET MID CAP GROWTH R · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $0 | <0.1% | |
| WILMINGTON TRUST, N.A. MYWAYRET MID CAP VALUE R · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $0 | <0.1% | |
| WILMINGTON TRUST, N.A. MYWAYRET SMALL CAP VALUE R · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $0 | <0.1% | |
| WILMINGTON TRUST, N.A. MYWAYRETIREMENT INTL VALUE RJ · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $0 | <0.1% | |
| WILMINGTON TRUST, N.A. MYWAYRET INTL GROWTH R · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $0 | <0.1% |
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