Plan Snapshot
- Plan Sponsor: Lightsource Renewable Energy Us, LLC
- Sponsor EIN: 815029197
- Sponsor Address: 400 MONTGOMERY STREET, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $26.8M
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. |
|---|---|---|---|---|
| 2024 | 279 | $26.8M | $1.8M | $4.1M |
| 2023 | 288 | $19.4M | $1.6M | $3.7M |
| 2022 | 229 | $10.6M | $1.0M | $2.4M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $20,631 | $18,255 | — | — | — |
| 2023 | $12,551 | $11,027 | — | — | — |
| 2022 | $5,492 | $5,485 | $7 | — | — |