How big is Lumio HX, Inc.'s plan?

Lumio HX, Inc.'s plan reported $10.4M in assets and 8 participants for 2024.

Original filing (PDF)20251013155753NAL0000792995001

Lumio HX, Inc.

Name: Lumio HX, Inc. — Lumio HX, Inc. 401(k) Retirement, Form 5500 (2024)
Creator: Lumio HX, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lumio HX, Inc. 401(k) Retirement Plan

401(k) retirement plan · Lumio HX, Inc.'s Lumio HX, Inc. 401(k) Retirement Plan held $10.4M in plan assets for 8 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 3

Late participant contributions100% in single holding~127 bps in Sched C fees

Active participants

Accounts w/ balance

1,484

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

Plan identifiers

Lumio HX, Inc.'s EIN is 87-3547401.

EIN 87-3547401

Plan number 001

Plan year 2024

ACK ID 20251013155753NAL0000792995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lumio HX, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lumio HX, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUMIO HX, INC..

Finding similar companies…

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 190K (8% of contributions).
Total administrative cost in the bottom quartile of peers (4th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

LUMIO HX, INC.

EIN

all filings

Address

1550 W DIGITAL DR · SUITE 500 · LEHI, UT · 84043

Phone

(385) 273-1659

Industry

Electrical Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$89K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
RESOURCE INVESTMENT ADVISORS	43-1451524	—	NONE	$42K	—

Investments

1 pooled fund· $10.4M(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.