Sponsor portfolio
LUMINA INVESTMENT ADVISORS, LLC
EIN 45-5254264investment managementLatest filing 2024
Plans
1
Retirement
1
$206K assets
Welfare
0
Participants
2
15303 SW 33RD ST - DAVIE, FL 33331305-771-0744luminainvest.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUMINA INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN | 401k | $206K | 2 | 2024 |
Retirement plans