Plan Snapshot
- Plan Sponsor: The Lighthouse For The Blind, INC.
- Sponsor EIN: 910295070
- Sponsor Address: 2051 S. PLUM STREET, SEATTLE, WA, 981444711
- Plan Type: 403(b)
- Total Participants: 430
- Total Assets: $42.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 430 | $42.7M | $1.4M | $2.1M |
| 2023 | 437 | $38.7M | $1.3M | $1.9M |
| 2022 | 428 | $32.9M | $1.1M | $1.8M |
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 |
|---|---|---|---|---|
| FIDELITY INV. INSTIT. OPER. CO.,INC | RECORDKEEPER | $55,556 | — | $55,556 |
| USI ADVISORS | N/A | $25,000 | — | $25,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,402 | — | $5,402 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV. INSTIT. OPER. CO.,INC — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,958
- Estimated Expense Ratio: 0.201% 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 |
|---|---|---|---|---|---|
| 2024 | $86,187 | $30,631 | — | — | — |
| 2023 | $81,626 | $24,746 | — | — | — |
| 2022 | $80,831 | $1,156 | — | — | — |