Plan Snapshot
- Plan Sponsor: Light Sources, INC.
- Sponsor EIN: 061074620
- Sponsor Address: 37 ROBINSON BLVD, ORANGE, CT, 064773623
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $28.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 149 | $28.0M | $545,766 | $758,059 |
| 2023 | 161 | $25.9M | $559,905 | $735,411 |
| 2022 | 184 | $24.5M | $569,273 | $768,415 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WALSH & DICKINSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WALSH & DICKINSON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $145,109 | — | $145,109 | — | — |
| 2023 | $147,233 | $100,000 | $18,389 | — | — |
| 2022 | $142,620 | — | $142,620 | — | — |