Original filing (PDF)20251014131208NAL0001398387001

LIGHTHOUSE FEDERAL CREDIT UNION

Name: LIGHTHOUSE FEDERAL CREDIT UNION — LIGHTHOUSE CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: LIGHTHOUSE FEDERAL CREDIT UNION

Form 5500

FILING_RECEIVED

LIGHTHOUSE CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

387

Accounts w/ balance

572

Plan assets (EOY)

$39.9M

Net assets (EOY)

$39.9M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIGHTHOUSE FEDERAL CREDIT UNION.

Plan sponsor

Name

LIGHTHOUSE FEDERAL CREDIT UNION

EIN

02-0222930

Address

PO BOX 1240 · PORTSMOUTH, NH · 03802

Phone

(603) 422-9818

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$18K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$0	—

Investments

1 direct security · 1 pooled fund· $39.5M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$38.8M

1 holding

Common Collective Trust

$632K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Level 1 Level 2 Level 3 Total Mutual funds $ 38,828,579 -	—	—	—	$38.8M	97.3%
	FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026

Related plans

Other plans using LPL FINANCIAL LLC

UNITED AIRLINES, INC.

UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN

$16.8B · 17,444 participants

SOUTHWEST AIRLINES COMPANY

SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN

$11.6B · 11,679 participants

SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP

SCPMG KEOGH PLAN

$7.9B · 11,088 participants

BVH, INC.

BLACK & VEATCH RETIREMENT PROGRAM

$3.0B · 7,022 participants

SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC

THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN