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Sponsor portfolio

LUMITY

EIN 36-3547903-information technology and services-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
55
1132 S WABASH AVE STE 400 - CHICAGO, IL 606052326312-372-4872lumity.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#002403b-$994K - 32 part#001403b-$454K - 23 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 55 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • 403B RETIREMENT PLAN (#002)69%
  • 403B TDA PLAN (#001)31%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403B RETIREMENT PLAN (#002)32
  • 403B TDA PLAN (#001)23
Total 55Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LUMITY 403B RETIREMENT PLAN

403b

Assets$994K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LUMITY 403B TDA PLAN

403b

Assets$454K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LUMITY 403B RETIREMENT PLAN403b$994K322025
001LUMITY 403B TDA PLAN403b$454K232025
Retirement plans
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