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).
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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-1517485 | — | RETAINED BY EMPLOYER | $17K | — |
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 2040 R | Other securities | — | — | $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 | Common Collective Trusts | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Common Collective Trusts | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Common Collective Trusts | — | — | $199K | 1.0% | |
| MyWayRet Emerging Markets R | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $78K | 0.4% | |
| BlackRock MC Equity Index 1 | Common Collective Trusts | — | — | $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 | Stable Value | — | — | $15K | <0.1% | |
| MyWayRet Index Ret Fund R | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.