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Original filing (PDF)20251002175823NAL0000483107001
LUMIN8 HOLDINGS, LLC
Form 5500
FILING_RECEIVED
RETIREMENT INCOME SECURITY PLAN-ASCENT VENTURES
401(k) retirement plan
Signals · 1
~156 bps in Sched C fees
Active participants
0
Accounts w/ balance
29
Plan assets (EOY)
$366K
Net assets (EOY)
$366K
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
90
Knocking points off
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUMIN8 HOLDINGS, LLC.
Plan sponsor
Name
LUMIN8 HOLDINGS, LLC
EIN
85-0917486
Address
3049 EXECUTIVE PARKWAY · SUITE 350 · LEHI, UT · 84043
Phone
(801) 372-7186
Industry
Transportation & Warehousingsee all
Plan administrator
Name
HEALTHEQUITY RETIREMENT SERVICES
EIN
82-1222973
City
DRAPER, UT
Phone
(877) 860-2664
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAS PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $6K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $93 | — |
Investments
16 direct securities · 1 pooled fund· $701K(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
$366K
16 holdings
103-12 Investment Entity
$336K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RETIREMENT INCOME SECURITY PLAN HEALTHEQUITY RETIREMENT SERVICES LLC · EIN 82-1222973 / PN 333 | 103-12 Investment Entity | — | — | $336K | 91.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $49K | 13.4% | |
| DFA US Core Equity 1 Portfolio (I) | — | — | — | $49K | 13.3% | |
| Vanguard Total Stock Market Index (I) | — | — | — | $39K | 10.8% | |
| DFA Intl Core Equity Portfolio (I) | — | — | — | $34K | 9.2% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $33K | 9.1% | |
| Matrix Trust Cash | — | — | — | $30K | 8.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $27K | 7.5% | |
| Vanguard Total Intl Stock Index (Adm) | — | — | — | $25K | 6.9% | |
| DFA Emerging Mkts Core Equity Port (I) | — | — | — | $19K | 5.3% | |
| Vanguard Short-Term Bond Index (Adm) | — | — | — | $17K | 4.7% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $12K | 3.4% | |
| Vanguard Total Bond Market Index (Adm) | — | — | — | $11K | 3.0% | |
| Vanguard Real Estate Index Fund (Adm) | — | — | — | $8K | 2.3% | |
| DFA Commodity Strategy Portfolio (I) | — | — | — | $4K | 1.1% | |
| DFA Intrmd-Term Extended Quality Port | — | — | — | $3K | 0.9% | |
| DFA Inflation-Protected Sec Port (I) | — | — | — | $3K | 0.9% |
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