Original filing (PDF)20250814075935NAL0005296995001

LUMIN DIGITAL, INC.

Name: LUMIN DIGITAL, INC. — LUMIN DIGITAL 401(K) PLAN, Form 5500 (2024)
Creator: LUMIN DIGITAL, INC.

Form 5500

FILING_RECEIVED

LUMIN DIGITAL 401(K) PLAN

401(k) retirement plan

Signals · 2

No auditor on file95% in single holding

Active participants

225

Accounts w/ balance

207

Plan assets (EOY)

$25.0M

Net assets (EOY)

$25.0M

How this plan invests

This plan

2 pooled trusts

Schedule D

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Top holding "[DFE: PUTNAM STABLE VALUE FUND SA (no filing on disk)]" is 95% of plan.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUMIN DIGITAL, INC..

Plan sponsor

Name

LUMIN DIGITAL, INC.

EIN

85-4349833

Address

3001 BISHOP DRIVE, SUITE 110 · SAN RAMON, CA · 94583

Phone

(833) 335-8646

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-12-17

Tax period

2024-12-31

Filed

2025-08-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Investments

2 pooled funds· $993K(4% 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.

Pooled Separate Account

$939K

1 holding

Common Collective Trust

$54K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	PUTNAM STABLE VALUE FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	—	—	$939K	3.8%
	PGIM TOTAL RETURN BOND FUND CIT CLA GREAT GRAY · EIN 38-4097323 / PN 471	Common Collective Trust	—	—	$54K	0.2%