Plan Snapshot
- Plan Sponsor: Lightbeam Health Solutions, INC.
- Sponsor EIN: 461872226
- Sponsor Address: 2999 OLYMPUS BLVD, COPPELL, TX, 75019
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $21.1M
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 | 246 | $21.1M | $879,002 | $1.9M |
| 2023 | 257 | $16.6M | $966,164 | $2.0M |
| 2022 | 249 | $11.3M | $781,331 | $1.7M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP. — 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 | $24,545 | — | $24,545 | — | — |
| 2023 | $8,501 | — | $8,501 | — | — |
| 2022 | $10,195 | — | $10,195 | — | — |