Plan Snapshot
- Plan Sponsor: Lighthouse Living Services
- Sponsor EIN: 680471950
- Sponsor Address: 3600 POWER INN ROAD, SUITE H1, SACRAMENTO, CA, 95826
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 149 | $2.5M | $88,504 | $157,202 |
| 2023 | 156 | $2.1M | $89,492 | $165,493 |
| 2022 | 168 | $1.7M | $79,150 | $140,936 |
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 |
|---|---|---|---|---|
| WILLIAMS AND OLDS CPAS | Auditor | — | — | $0 |
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 | $32,584 | — | $29,594 | — | — |
| 2023 | $25,936 | — | $24,311 | — | — |
| 2022 | $23,845 | — | $21,870 | — | $1,975 |