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Original filing (PDF)20251014194840NAL0001784035001
LUMICOR INC
Form 5500
FILING_RECEIVED
LUMICOR INC 401(K) PLAN
401(k) retirement plan
Active participants
70
Accounts w/ balance
101
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUMICOR INC.
Plan sponsor
Name
LUMICOR INC
EIN
91-0876680
Address
1400 MONSTER RD SW · RENTON, WA · 98057
Phone
(425) 496-1510
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLEY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $18K | — |
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities · 1 pooled fund· $2.9M(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
$2.9M
28 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 T Date R6 Registered Investment Company | — | — | — | $449K | 15.7% | |
| American Funds 2055 T Date R6 Registered Investment Company | — | — | — | $344K | 12.0% | |
| American Funds 2010 T Date R6 Registered Investment Company | — | — | — | $343K | 12.0% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $278K | 9.7% | |
| American Funds 2050 T Date R6 Registered Investment Company | — | — | — | $249K | 8.7% | |
| American Funds 2045 T Date R6 Registered Investment Company | — | — | — | $211K | 7.4% | |
| American Funds 2040 T Date R6 Registered Investment Company | — | — | — | $173K | 6.0% | |
| American Funds 2035 T Date R6 Registered Investment Company | — | — | — | $164K | 5.7% | |
| Pioneer Fundamental Growth F K Registered Investment Company | — | — | — | $115K | 4.0% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $103K | 3.6% | |
| American Funds 2020 T Date R6 Registered Investment Company | — | — | — | $58K | 2.0% | |
| Franklin Real Estate Sec R6 Registered Investment Company | — | — | — | $56K | 2.0% | |
| Fidelity Adv Ttl Bnd Fd Z Registered Investment Company | — | — | — | $40K | 1.4% | |
| American Funds 2025 T Date R6 Registered Investment Company | — | — | — | $34K | 1.2% | |
| Vangrd Dev Mkts Index Fd Adm Registered Investment Company | — | — | — | $33K | 1.2% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $32K | 1.1% | |
| Principal High Yield Fnd R6 Registered Investment Company | — | — | — | $28K | 1.0% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $23K | 0.8% | |
| American Funds 2060 T Date R6 Registered Investment Company | — | — | — | $22K | 0.8% | |
| FedHerms MDT Md Cp Grw Fd R6 Registered Investment Company | — | — | — | $22K | 0.8% | |
| JPMorgan LgCp Val Fnd R6 Registered Investment Company | — | — | — | $16K | 0.6% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $15K | 0.5% | |
| Vangrd Infl-Prt Secs Fund Adm Registered Investment Company | — | — | — | $13K | 0.4% | |
| American Funds 2065 T Date R6 Registered Investment Company | — | — | — | $12K | 0.4% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $11K | 0.4% | |
| Fidelity Balanced K6 Fund Registered Investment Company | — | — | — | $8K | 0.3% | |
| (Held at End of Year) LUMICOR, INC. 401(K) PLAN EIN#91-0876680 Plan# 001 Undiscoverd Mngrs Bhv Vl F R6 Registered Investment Company | — | — | — | $3K | 0.1% | |
| BlkRck Md-Cp Value Fnd K Registered Investment Company | — | — | — | $3K | 0.1% | |
| METLIFE STABLE VALUE SOLUTION J WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $0 | <0.1% |
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