Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LUMINA FOUNDATION FOR EDUCATION, INC.
EIN 35-1813228Educational ServicesLatest filing 2025
Plans
3
Retirement
3
$47.4M assets
Welfare
0
Participants
355
PO BOX 1806 - INDIANAPOLIS, IN 462061806317-951-5941
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $47.4M assets / 355 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LUMINA FOUNDATION FOR EDUCATION, INC. SAVINGS INVESTMENT PLAN
401k
Assets$23.9M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LUMINA FOUNDATION FOR EDUCATION, INC. PENSION PLAN
TraditionalDB
Assets$23.4M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
LUMINA FOUNDATION FOR EDUCATION, INC. SAVINGS INVESTMENT PLAN 403(B)
403b
Assets$56K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUMINA FOUNDATION FOR EDUCATION, INC. SAVINGS INVESTMENT PLAN | 401k | $23.9M | 167 | 2024 | |
| 002 | LUMINA FOUNDATION FOR EDUCATION, INC. PENSION PLAN | TraditionalDB | $23.4M | 187 | 2024 | |
| 004 | LUMINA FOUNDATION FOR EDUCATION, INC. SAVINGS INVESTMENT PLAN 403(B) | 403b | $56K | 1 | 2025 |
Retirement plans