How big is Lightspeed Management Company, LLC's plan?

Lightspeed Management Company, LLC's plan reported $29.4M in assets and 155 participants for 2024.

Original filing (PDF)20250925155712NAL0009357232001

Lightspeed Management Company, LLC

Name: Lightspeed Management Company, LLC — Lightspeed, Form 5500 (2024)
Creator: Lightspeed Management Company, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lightspeed Management Company Retirement Plan

401(k) retirement plan · Lightspeed Management Company, LLC's Lightspeed Management Company Retirement Plan held $29.4M in plan assets for 155 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

155

Accounts w/ balance

148

Plan assets (EOY)

$29.4M

Net assets (EOY)

$29.4M

People on this filing

Brianna Zupan signed Lightspeed Management Company, LLC's 2024 Form 5500 as plan administrator.

Brianna Zupan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lightspeed Management Company, LLC's EIN is 20-3809490.

EIN 20-3809490

Plan number 001

Plan year 2024

ACK ID 20250925155712NAL0009357232001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lightspeed Management Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lightspeed Management Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIGHTSPEED MANAGEMENT COMPANY, LLC.

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How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (96th percentile).
High average account balance (96th percentile).

Plan sponsor

Name

LIGHTSPEED MANAGEMENT COMPANY, LLC

EIN

all filings

Address

2200 SAND HILL ROAD · MENLO PARK, CA · 94025

Phone

(650) 234-8300

Industry

Finance & Insurance

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

2025-09-25

Pension benefit codes

3H · Sponsor in controlled / affiliated group

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$550	—

Investments

40 direct securities· $28.2M(96% of reported assets)

Mutual Funds

$21.9M

30 holdings

Common Collective Trusts

$4.5M

5 holdings

Other securities

$1.8M

4 holdings

Bonds / Notes

$60K

1 holding

					% of plan
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.1M	10.6%
Fidelity Contrafund Fund Mutual Fund	Mutual Funds	—	—	$3.1M	10.4%
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$3.0M	10.4%
Fidelity Growth Company Fund Mutual Fund	Mutual Funds	—	—	$2.8M	9.4%
Fidelity OTC Portfolio Mutual Fund	Mutual Funds	—	—	$2.4M	8.0%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$2.0M	6.7%
BrokerageLink Accounts Various Securities	Other securities	—	—	$1.4M	4.6%
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$1.1M	3.9%
Fidelity Value Strategies Fund Mutual Fund	Mutual Funds	—	—	$829K	2.8%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$778K	2.7%
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$755K	2.6%
Fidelity Diversified International Fund Mutual Fund	Mutual Funds	—	—	$695K	2.4%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$558K	1.9%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$464K	1.6%
American Funds American Mutual Fund Mutual Fund	Mutual Funds	—	—	$433K	1.5%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$397K	1.4%
Fidelity Focused Stock Fund Mutual Fund	Mutual Funds	—	—	$386K	1.3%
Fidelity Investment Grade Bond Fund Mutual Fund	Mutual Funds	—	—	$324K	1.1%
Fidelity Mid-Cap Stock Fund Mutual Fund	Mutual Funds	—	—	$322K	1.1%
Fidelity Total International Index Fund Mutual Fund	Common Collective Trusts	—	—	$312K	1.1%
BlackRock Advantage Small Cap Core Fd Mutual Fund	Other securities	—	—	$281K	1.0%
Fidelity Small Cap Value Fund Mutual Fund	Mutual Funds	—	—	$276K	0.9%
Fidelity Growth Strategies Fund Mutual Fund	Mutual Funds	—	—	$270K	0.9%
Fidelity Low-Priced Stock Fund Mutual Fund	Mutual Funds	—	—	$253K	0.9%
Fidelity Freedom Index 2020 Fund Mutual Fund	Mutual Funds	—	—	$248K	0.8%
Fidelity Overseas Fund Mutual Fund	Mutual Funds	—	—	$237K	0.8%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$236K	0.8%
Fidelity Real Estate Investment Portfolio Mutual Fund	Mutual Funds	—	—	$215K	0.7%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$210K	0.7%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$181K	0.6%
Fidelity Puritan Fund Mutual Fund	Mutual Funds	—	—	$156K	0.5%
American Funds The Bond Fund of * America Fund Mutual Fund	Mutual Funds	—	—	$111K	0.4%
Fidelity Short-Term Bond Fund Mutual Fund	Mutual Funds	—	—	$108K	0.4%
American Century Large Cap Equity Fund Mutual Fund	Other securities	—	—	$94K	0.3%
Fidelity Equity Dividend Income Fund Mutual Fund	Mutual Funds	—	—	$86K	0.3%
participants 5.50%	Bonds / Notes	—	—	$60K	0.2%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$44K	0.1%
Hartford Schroders International Stock Fd Mutual Fund	Other securities	—	—	$36K	0.1%
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$28K	<0.1%
Fidelity Freedom Index 2010 Fund Mutual Fund	Mutual Funds	—	—	$18K	<0.1%