Plan Snapshot
- Plan Sponsor: Lighthouse Hr Services, LLC
- Sponsor EIN: 455382595
- Sponsor Address: 1311 NORTH WESTSHORE BOULEVARD, TAMPA, FL, 33607
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 463
- Total Assets: $18.4M
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 | 463 | $18.4M | $0 | $0 |
| 2024 | 260 | $14.6M | $905,380 | $1.6M |
| 2023 | 267 | $11.6M | $753,162 | $1.5M |
| 2022 | 284 | $8.4M | $841,675 | $1.4M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT | Other Service Provider | $85,138 | — | $85,138 |
| FLORIDA RETIREMENT CONSULTANTS | Other Service Provider | $18,270 | — | $18,270 |
| ASSURANCE DIMENSIONS | Other Service Provider | $9,785 | — | $9,785 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,193
- Estimated Expense Ratio: 0.615% 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 | $1,248,242 | — | $18,270 | $9,785 | — |
| 2024 | $109,853 | $24,012 | $21,134 | $10,000 | — |
| 2023 | $110,564 | — | $110,564 | — | — |
| 2022 | $81,621 | — | $75,121 | — | $6,500 |