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Original filing (PDF)20250909114138NAL0033604640001
ECONOMIC MODELING, LLC
Form 5500
FILING_RECEIVED
LIGHTCAST 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
330
Accounts w/ balance
482
Plan assets (EOY)
$21.8M
Net assets (EOY)
$21.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECONOMIC MODELING, LLC.
Plan sponsor
Name
ECONOMIC MODELING, LLC
EIN
27-1605272
Address
232 NORTH ALMON STREET · MOSCOW, ID · 83843
Phone
(208) 883-3500
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-09-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS, INC | 52-1309931 | — | NONE | $94K | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| PIONEER | 13-5657669 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| PRINCIPAL FUNDS | — | KANSAS CITY, MO | NONE | $0 | — |
| NEUBERGER BERMAN | 13-5521910 | — | NONE | $0 | — |
| STATE STREET GLOBAL ADVISORS | 90-0337987 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
Investments
12 direct securities · 15 pooled funds· $21.8M(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.
Common Collective Trust
$16.2M
15 holdings
Uncategorized
$5.6M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2055 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.5M | 16.1% | |
| Fidelity 500 Index | — | — | — | $3.5M | 16.0% | |
| T. ROWE PRICE RETIREMENT 2045 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.6M | 12.0% | |
| T. ROWE PRICE RETIREMENT 2060 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.5M | 11.6% | |
| T. ROWE PRICE RETIREMENT 2050 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.5M | 11.3% | |
| T. ROWE PRICE RETIREMENT 2035 TR- K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.5M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2040 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.5M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2030 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $814K | 3.7% | |
| Self-Directed Brokerage Assets | — | — | — | $606K | 2.8% | |
| T. ROWE PRICE RETIREMENT 2065 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $586K | 2.7% | |
| Jpmorgan Large Cap Growth Fund Class R6 | — | — | — | $482K | 2.2% | |
| T. ROWE PRICE STABLE VALUE N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $403K | 1.9% | |
| Fidelity Extended Market Index | — | — | — | $381K | 1.8% | |
| Mfs Large Cap Value Cit Fee Class Ct | — | — | — | $214K | 1.0% | |
| FIAM CORE PLUS COMMINGLED POOL I FIDELITY INVESTMENTS · EIN 04-2647786 / PN 001 | Common Collective Trust | — | — | $184K | 0.8% | |
| T. Rowe Price Overseas Stock I | — | — | — | $153K | 0.7% | |
| Vanguard Ftse Social Index Fund Admiral | — | — | — | $106K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2025 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $80K | 0.4% | |
| Fidelity Advisor Focus Emerging Mrkts Z | — | — | — | $39K | 0.2% | |
| Participant Loans | — | — | $0 | $31K | 0.1% | |
| T. Rowe Price Government Money I | — | — | — | $28K | 0.1% | |
| Cohen & Steers U.S. Realty Fund Class Ct | — | — | — | $21K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| Fidelity Us Bond Index | — | — | — | $12K | <0.1% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TR -K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TR -K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $9 | <0.1% |
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