Kelly Zdazenski signed Luxium Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Luxium Solutions, LLC's EIN is 88-3779816.
Download the official 2024 Form 5500 (PDF) for Luxium Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Luxium Solutions, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, automatic enrollment, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | — | INVESTMENT ADVISOR | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $4.2M | 16.4% | |
| Fidelity Investments FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $3.7M | 14.3% | |
| Fidelity Investments FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $2.9M | 11.3% | |
| Fidelity Investments FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $1.6M | 6.1% | |
| Fidelity Investments FID 500 INDEX | Common Collective Trusts | — | — | $1.5M | 5.8% | |
| Fidelity Investments FID BLUE CHIP GR K6 | Mutual Funds | — | — | $1.2M | 4.8% | |
| Fidelity Investments FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $1.1M | 4.1% | |
| Fidelity Investments FID GOVT MMKT K6 | Mutual Funds | — | — | $854K | 3.3% | |
| Fidelity Investments FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $846K | 3.3% | |
| American Funds AF AMER MUTUAL R6 | Mutual Funds | — | — | $810K | 3.1% | |
| Fidelity Investments FID SMALL CAP GR K6 | Mutual Funds | — | — | $794K | 3.1% | |
| Fidelity Investments FID GLB EX US IDX | Common Collective Trusts | — | — | $724K | 2.8% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | — | $674K | 2.6% | |
| Fidelity Investments FID LG CAP GR IDX | Common Collective Trusts | — | — | $583K | 2.3% | |
| with maturities through November 2029 | Other securities | — | — | $578K | 2.2% | |
| Allspring AS SPL MID CP VAL R6 | Other securities | — | — | $537K | 2.1% | |
| Fidelity Investments FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $397K | 1.5% | |
| Fidelity Investments FID TOTAL BOND K6 | Mutual Funds | — | — | $339K | 1.3% | |
| Dodge & Cox DODGE&COX INTL STK I | Mutual Funds | — | — | $296K | 1.1% | |
| Fidelity Investments FID MID CAP IDX | Common Collective Trusts | — | — | $274K | 1.1% | |
| Fidelity Investments FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $257K | 1.0% | |
| GQG Partners GQG EMRG MKTS EQ R6 | Other securities | — | — | $236K | 0.9% | |
| Fidelity Investments FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $190K | 0.7% | |
| Fidelity Cash Reserves | Mutual Funds | — | — | $185K | 0.7% | |
| Fidelity Investments FID SM CAP IDX | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $159K | 0.6% | |
| Fidelity Investments FID INTL CAP APPR K6 | Mutual Funds | — | — | $120K | 0.5% | |
| Fidelity Investments FID EMRG MKTS IDX | Common Collective Trusts | — | — | $81K | 0.3% | |
| Fidelity Investments FID US BOND IDX | Common Collective Trusts | — | — | $50K | 0.2% | |
| Virtus Investment Partners VRTS DP REAL EST R6 | Other securities | — | — | $35K | 0.1% | |
| JP Morgan JPM GOVT BOND R6 | U.S. Treasuries | — | — | $33K | 0.1% | |
| American Century AC LARGE CAP EQ R6 | Other securities | — | — | $32K | 0.1% | |
| Fidelity Investments FID MID CAP GR IDX | Common Collective Trusts | — | — | $29K | 0.1% | |
| Fidelity Investments FID INFL PR BD IDX | Common Collective Trusts | — | — | $21K | <0.1% | |
| Allspring AS SPL SM CAP VAL R6 | Other securities | — | — | $21K | <0.1% | |
| Fidelity Investments FID SM CAP GR IDX | Common Collective Trusts | — | — | $20K | <0.1% | |
| Fidelity Investments FID MID CAP VAL IDX | Common Collective Trusts | — | — | $16K | <0.1% | |
| Schwab STRATEGIC TR US DIVIDEND EQUITY | Mutual Funds | — | — | $11K | <0.1% | |
| Garmin LTD SHS ISIN #CH0114405324 | Common Stocks | — | — | $10K | <0.1% | |
| Fortinet, Inc. FORTINET INC COM (FTNT) | Common Stocks | — | — | $9K | <0.1% | |
| DocuSign, Inc. DOCUSIGN INC COM (DOCU) | Common Stocks | — | — | $9K | <0.1% | |
| RBB Inc RBB FD INC IMOTLEY FOOL 100 | Common Stocks | — | — | $6K | <0.1% | |
| Janus DETROIT STR TR HENDRSON AAA CL | Mutual Funds | — | — | $6K | <0.1% | |
| NVE Corporation NVE CORP NEW | Common Stocks | — | — | $6K | <0.1% | |
| JP Morgan J P MORGAN EXCHANGE-TRADED FD | Other securities | — | — | $3K | <0.1% | |
| Chevron Corporation CHEVRONTEXACO CORP | Common Stocks | — | — | $3K | <0.1% | |
| United Health UNITEDHEALTH GROUP | Common Stocks | — | — | $2K | <0.1% | |
| WisdomTree TR FLOATNG RAT TREA | Other securities | — | — | $1K | <0.1% | |
| Fidelity Investments FID FDM IDX 2070 IPR | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $20K | — |
