Plan Snapshot
- Plan Sponsor: Lmsi, LLC Dba. Lighthouse Lab
- Sponsor EIN: 843411531
- Sponsor Address: 1337 HUNDRED OAKS, CHARLOTTE, NC, 28217
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $5.9M
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 | 139 | $5.9M | $433,446 | $1.0M |
| 2023 | 112 | $3.9M | $354,898 | $864,323 |
| 2022 | 136 | $2.6M | $469,827 | $1.0M |
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 |
|---|---|---|---|---|
| AAFCPAS INC | 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 | $25,421 | $135 | — | — | — |
| 2023 | $16,663 | $83 | — | — | — |
| 2022 | $11,215 | — | — | — | — |