Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Lumina Foundation for Education, Inc.
EIN 35-1813228ManufacturingLatest filing 2025
Plans
3
Retirement
3
$52.5M assets
Health & Benefits
0
Participants
352
PO BOX 1806 - INDIANAPOLIS, IN 462061806317-951-5003
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $52.5M assets / 352 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LUMINA FOUNDATION FOR EDUCATION, INC. SAVINGS INVESTMENT PLAN
401(k)
Assets$27.8M
Participants164
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LUMINA FOUNDATION FOR EDUCATION, INC. PENSION PLAN
Traditional DB
Assets$24.6M
Participants187
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
LUMINA FOUNDATION FOR EDUCATION, INC. SAVINGS INVESTMENT PLAN 403(B)
403(b)
Assets$56K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LUMINA FOUNDATION FOR EDUCATION, INC. SAVINGS INVESTMENT PLAN | 401(k) | $27.8M | 164 | 2025 |
| #002 | LUMINA FOUNDATION FOR EDUCATION, INC. PENSION PLAN | Traditional DB | $24.6M | 187 | 2025 |
| #004 | LUMINA FOUNDATION FOR EDUCATION, INC. SAVINGS INVESTMENT PLAN 403(B) | 403(b) | $56K | 1 | 2025 |
- #001 · 401(k) · 2025164
- #002 · Traditional DB · 2025187
- #004 · 403(b) · 20251
Retirement plans