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Original filing (PDF)20251007154045NAL0002582931001
LIGHT SOURCES, INC.
Form 5500
FILING_RECEIVED
LIGHT SOURCES, INC.401(K) PLAN
401(k) retirement plan
Active participants
149
Accounts w/ balance
181
Plan assets (EOY)
$28.0M
Net assets (EOY)
$28.0M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 78% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIGHT SOURCES, INC..
Plan sponsor
Name
LIGHT SOURCES, INC.
EIN
06-1074620
Address
37 ROBINSON BLVD · ORANGE, CT · 064773623
Phone
(203) 799-7877
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WALSH & DICKINSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAGII PENSION SERVICES, LLC | 26-2480211 | — | ACCOUNTANT | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCYON ADVISORS, LLC | 82-1652002 | — | INVESTMENT/FINANCIAL ADV | $100K | — |
Investments
23 direct securities · 1 pooled fund· $28.0M(100% 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
$24.0M
23 holdings
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Mutual fund ** $ | — | — | — | $4.0M | 14.4% | |
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.9M | 14.0% | |
| Vanguard Target Retirement 2030 Fund I Mutual fund | — | — | — | $3.1M | 11.1% | |
| Vanguard Target Retirement 2020 Fund I Mutual fund | — | — | — | $2.2M | 7.7% | |
| Vanguard Target Retirement 2035 Fund I Mutual fund | — | — | — | $2.0M | 7.3% | |
| Vanguard Target Retirement 2040 Fund I Mutual fund | — | — | — | $1.9M | 6.9% | |
| Pioneer Bond Fund Y Mutual fund | — | — | — | $1.6M | 5.6% | |
| AB Large Cap Growth Fund Z Mutual fund | — | — | — | $1.4M | 5.0% | |
| Participant loans Interest rates of 4.25% to 9.50% | — | — | — | $1.1M | 3.9% | |
| Vanguard Target Retirement 2045 Fund I Mutual fund | — | — | — | $1.0M | 3.7% | |
| Vanguard Target Retirement Income Fund I Mutual fund | — | — | — | $947K | 3.4% | |
| MFS International Diversification Fund R6 Mutual fund | — | — | — | $813K | 2.9% | |
| American Funds American Mutual Fund R6 Mutual fund | — | — | — | $686K | 2.4% | |
| Vanguard Target Retirement 2025 Fund I Mutual fund | — | — | — | $580K | 2.1% | |
| Janus Henderson Enterprise Fund N Mutual fund | — | — | — | $554K | 2.0% | |
| Principal SmallCap Fund R6 Mutual fund | — | — | — | $496K | 1.8% | |
| Vanguard Small Cap Index Fund Admiral Mutual fund | — | — | — | $379K | 1.4% | |
| Vanguard Target Retirement 2050 Fund I Mutual fund | — | — | — | $377K | 1.3% | |
| Vanguard Target Retirement 2055 Fund I Mutual fund | — | — | — | $227K | 0.8% | |
| Vanguard Target Retirement 2060 Fund I Mutual fund | — | — | — | $181K | 0.6% | |
| Vanguard Mid Cap Index Fund Admiral Mutual fund | — | — | — | $166K | 0.6% | |
| Vanguard Inflation-Protected Securities Fund Admiral Mutual fund | — | — | — | $137K | 0.5% | |
| John Hancock Disciplined Value Mid Cap Fund R6 Mutual fund | — | — | — | $61K | 0.2% | |
| Vanguard Target Retirement 2065 Fund I Mutual fund | — | — | — | $47K | 0.2% |
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