Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUMINATE CAPITAL MANAGEMENT, LLC
EIN 47-1175357Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
22
1 LETTERMAN DRIVE, STE CM 500 - SAN FRANCISCO, CA 94129415-203-0725
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 22 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
LUMINATE CAPITAL PARTNERS 401(K) PROFIT SHARING PLAN
401k
Assets$2.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LUMINATE CAPITAL PARTNERS CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUMINATE CAPITAL PARTNERS 401(K) PROFIT SHARING PLAN | 401k | $2.2M | 15 | 2025 | |
| 002 | LUMINATE CAPITAL PARTNERS CASH BALANCE PLAN | CashBalance | $1.4M | 7 | 2025 |
Retirement plans