AUMdb

Lumin8 Transportation Technologies, Llc 401(k) Plan

Sponsored by Lumin8 Transportation Technologies, Llc · EIN 841044047 · Plan #001

Total assets
$19.6M
Net assets
$19.6M
Active participants
358
With balances
237

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $45,319
Creative Planning Llc Investment advisory (plan) $34,643