AUMdb

Lumio Hx, Inc. 401(k) Retirement Plan

Sponsored by Lumio Hx, Inc. · EIN 873547401 · Plan #001

Total assets
$10.4M
Net assets
$10.4M
Active participants
8
With balances
1,484

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $89,208
Resource Investment Advisors Investment advisory (plan), Consulting fees $42,416