Form 5500 Search
Back to filter
Original filing (PDF)20250404085707NAL0022508882001

LIGHTHOUSE SCHOOL, INC.

Form 5500
FILING_RECEIVED
LIGHTHOUSE SCHOOL RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
183
Accounts w/ balance
212
Plan assets (EOY)
$29.1M
Net assets (EOY)
$29.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • 53 bps in Schedule C fees — 81% above peer band of 29 bps.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIGHTHOUSE SCHOOL, INC..
Plan sponsor
Name
LIGHTHOUSE SCHOOL, INC.
EIN
04-2939326
Address
25 WELLMAN AVENUE · NORTH CHELMSFORD, MA · 018631361
Phone
(978) 251-4050
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
ROCKLAND TRUST——NONE$153K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

Related plans

Other plans using ROCKLAND TRUST
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BROCKTON HOSPITAL, INC.
BROCKTON HOSPITAL PENSION FUND MASTER TRUST
$94.7M
MORRISON MAHONEY LLP
MORRISON MAHONEY LLP PROFIT SHARING - 401(K) PLAN
$92.8M · 228 participants
RUBIN AND RUDMAN LLP
RUBIN AND RUDMAN LLP 401(K) PROFIT SHARING PLAN
$66.9M · 152 participants
BROCKTON HOSPITAL, INC.
SIGNATURE HEALTHCARE RETIREMENT PLAN
$56.4M · 177 participants
PLUMBERS' SUPPLY COMPANY
PLUMBERS' SUPPLY COMPANY 401(K) PROFIT SHARING PLAN
$46.1M · 289 participants
Similar-size Educational Services plans
EDUCATIONDYNAMICS
EDUCATIONDYNAMICS 401(K) PROFIT SHARING PLAN
$29.1M · 325 participants
LINCOLN SCHOOL
LINCOLN SCHOOL 403(B) RETIREMENT PLAN
$29.1M · 124 participants
RENBROOK SCHOOL, INC.
RENBROOK SCHOOL 403(B) RETIREMENT PLAN
$29.1M · 95 participants
SAGE HILL SCHOOL
SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$29.0M · 120 participants
THE COMMONWEALTH SCHOOL, INC.
THE COMMONWEALTH SCHOOL, INC. DC PLAN
$29.1M · 50 participants
HILLCREST EDUCATIONAL FOUNDATION, INC.
HILLCREST EDUCATIONAL FOUNDATION, INC. 403(B) PLAN
$29.1M · 595 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B