Plan Snapshot
- Plan Sponsor: Lighthouse Document Technologies, INC.
- Sponsor EIN: 431676776
- Sponsor Address: 400 112TH AVE NE, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,031
- Total Assets: $93.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 1,031 | $93.0M | $0 | $0 |
| 2024 | 807 | $75.9M | $1.2M | $8.4M |
| 2023 | 741 | $63.0M | $1.1M | $8.2M |
| 2022 | 810 | $48.5M | $1.1M | $8.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $109,411 | — | $109,411 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $7,042 | — | $7,042 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,453
- Estimated Expense Ratio: 0.125% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $7,243,858 | $7,042 | $300 | — | — |
| 2024 | $102,075 | $2,578 | — | — | — |
| 2023 | $93,208 | $145 | — | — | — |
| 2022 | $91,578 | — | — | — | — |