Plan Snapshot
- Plan Sponsor: Lighthouse Resources INC.
- Sponsor EIN: 273184713
- Sponsor Address: 10980 SOUTH JORDAN GATEWAY, SOUTH JORDAN, UT, 84095
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $24.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 63 | $24.2M | $340,696 | $822,809 |
| 2023 | 120 | $25.2M | $557,132 | $1.2M |
| 2022 | 147 | $22.6M | $546,173 | $1.1M |
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 |
|---|---|---|---|---|
| RICHEY, MAY & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY, MAY & CO., 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 | $102,474 | — | — | — | — |
| 2023 | $90,844 | $90,844 | — | — | — |
| 2022 | $104,732 | $104,732 | — | — | — |