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Original filing (PDF)20251006094555NAL0006150864001
LUXIUM SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
LUXIUM SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
346
Accounts w/ balance
246
Plan assets (EOY)
$25.9M
Net assets (EOY)
$25.9M
How this plan invests
This plan
1 pooled trust
Schedule D
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUXIUM SOLUTIONS, LLC.
Plan sponsor
Name
LUXIUM SOLUTIONS, LLC
EIN
88-3779816
Address
17900 GREAT LAKES PARKWAY · HIRAM, OH · 44234
Phone
(440) 834-5600
Industry
Manufacturingsee all
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
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3B · Covers self-employed individuals
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | — | INVESTMENT ADVISOR | $2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $20K | — |
Investments
49 direct securities · 1 pooled fund· $25.8M(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
$25.7M
49 holdings
Common Collective Trust
$164K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments FID FDM IDX 2035 IPR | — | — | — | $4.2M | 16.4% | |
| Fidelity Investments FID FDM IDX 2040 IPR | — | — | — | $3.7M | 14.3% | |
| Fidelity Investments FID FDM IDX 2030 IPR | — | — | — | $2.9M | 11.3% | |
| Fidelity Investments FID FDM IDX 2045 IPR | — | — | — | $1.6M | 6.1% | |
| Fidelity Investments FID 500 INDEX | — | — | — | $1.5M | 5.8% | |
| Fidelity Investments FID BLUE CHIP GR K6 | — | — | — | $1.2M | 4.8% | |
| Fidelity Investments FID FDM IDX 2050 IPR | — | — | — | $1.1M | 4.1% | |
| Fidelity Investments FID GOVT MMKT K6 | — | — | — | $854K | 3.3% | |
| Fidelity Investments FID FDM IDX 2025 IPR | — | — | — | $846K | 3.3% | |
| American Funds AF AMER MUTUAL R6 | — | — | — | $810K | 3.1% | |
| Fidelity Investments FID SMALL CAP GR K6 | — | — | — | $794K | 3.1% | |
| Fidelity Investments FID GLB EX US IDX | — | — | — | $724K | 2.8% | |
| MFS MID CAP GRTH R6 | — | — | — | $674K | 2.6% | |
| Fidelity Investments FID LG CAP GR IDX | — | — | — | $583K | 2.3% | |
| with maturities through November 2029 | — | — | — | $578K | 2.2% | |
| Allspring AS SPL MID CP VAL R6 | — | — | — | $537K | 2.1% | |
| Fidelity Investments FID FDM IDX 2060 IPR | — | — | — | $397K | 1.5% | |
| Fidelity Investments FID TOTAL BOND K6 | — | — | — | $339K | 1.3% | |
| Dodge & Cox DODGE&COX INTL STK I | — | — | — | $296K | 1.1% | |
| Fidelity Investments FID MID CAP IDX | — | — | — | $274K | 1.1% | |
| Fidelity Investments FID FDM IDX 2055 IPR | — | — | — | $257K | 1.0% | |
| GQG Partners GQG EMRG MKTS EQ R6 | — | — | — | $236K | 0.9% | |
| Fidelity Investments FID FDM IDX 2020 IPR | — | — | — | $190K | 0.7% | |
| Fidelity Cash Reserves | — | — | — | $185K | 0.7% | |
| Fidelity Investments FID SM CAP IDX | — | — | — | $177K | 0.7% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $164K | 0.6% | |
| Fidelity Investments FID FDM IDX 2065 IPR | — | — | — | $159K | 0.6% | |
| Fidelity Investments FID INTL CAP APPR K6 | — | — | — | $120K | 0.5% | |
| Fidelity Investments FID EMRG MKTS IDX | — | — | — | $81K | 0.3% | |
| Fidelity Investments FID US BOND IDX | — | — | — | $50K | 0.2% | |
| Virtus Investment Partners VRTS DP REAL EST R6 | — | — | — | $35K | 0.1% | |
| JP Morgan JPM GOVT BOND R6 | — | — | — | $33K | 0.1% | |
| American Century AC LARGE CAP EQ R6 | — | — | — | $32K | 0.1% | |
| Fidelity Investments FID MID CAP GR IDX | — | — | — | $29K | 0.1% | |
| Fidelity Investments FID INFL PR BD IDX | — | — | — | $21K | <0.1% | |
| Allspring AS SPL SM CAP VAL R6 | — | — | — | $21K | <0.1% | |
| Fidelity Investments FID SM CAP GR IDX | — | — | — | $20K | <0.1% | |
| Fidelity Investments FID MID CAP VAL IDX | — | — | — | $16K | <0.1% | |
| Schwab STRATEGIC TR US DIVIDEND EQUITY | — | — | — | $11K | <0.1% | |
| Garmin LTD SHS ISIN #CH0114405324 | — | — | — | $10K | <0.1% | |
| Fortinet, Inc. FORTINET INC COM (FTNT) | — | — | — | $9K | <0.1% | |
| DocuSign, Inc. DOCUSIGN INC COM (DOCU) | — | — | — | $9K | <0.1% | |
| RBB Inc RBB FD INC IMOTLEY FOOL 100 | — | — | — | $6K | <0.1% | |
| Janus DETROIT STR TR HENDRSON AAA CL | — | — | — | $6K | <0.1% | |
| NVE Corporation NVE CORP NEW | — | — | — | $6K | <0.1% | |
| JP Morgan J P MORGAN EXCHANGE-TRADED FD | — | — | — | $3K | <0.1% | |
| Chevron Corporation CHEVRONTEXACO CORP | — | — | — | $3K | <0.1% | |
| United Health UNITEDHEALTH GROUP | — | — | — | $2K | <0.1% | |
| WisdomTree TR FLOATNG RAT TREA | — | — | — | $1K | <0.1% | |
| Fidelity Investments FID FDM IDX 2070 IPR | — | — | — | $1K | <0.1% |
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