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Original filing (PDF)20251006093421NAL0006128656001
LIGHTHOUSE RESOURCES INC.
Form 5500
FILING_RECEIVED
LHR RETIREMENT PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
63
Accounts w/ balance
191
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fidelity 0" is 25% of plan.
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIGHTHOUSE RESOURCES INC..
Plan sponsor
Name
LIGHTHOUSE RESOURCES INC.
EIN
27-3184713
Address
10980 SOUTH JORDAN GATEWAY · SOUTH JORDAN, UT · 84095
Phone
(801) 539-9788
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
RICHEY, MAY & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $43K | — |
| UNITED 401(K) PLANS, INC. | 20-5321813 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $50K | — |
Investments
17 direct securities· $24.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fidelity 0 | — | — | — | $6.1M | 25.2% | |
| American Funds Bond Fund of America R6 American Funds 0 | — | — | — | $5.2M | 21.3% | |
| Victory Nasdaq 100 Index R6 Victory 0 | — | — | — | $4.6M | 19.1% | |
| Transamerica Stable Value Focus Option Transamerica 0 | — | — | — | $3.1M | 13.0% | |
| American Funds International Vntg R6 American Funds 0 | — | — | — | $1.6M | 6.6% | |
| PGIM High Yield Z PGIM 0 | — | — | — | $957K | 4.0% | |
| Vanguard Small Cap Index Adm Vanguard 0 | — | — | — | $712K | 2.9% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $632K | 2.6% | |
| Vanguard Real Estate Index Admiral Vanguard 0 | — | — | — | $467K | 1.9% | |
| American Funds New World R6 American Funds 0 | — | — | — | $431K | 1.8% | |
| American Funds American Mutual R6 American Funds 0 | — | — | — | $224K | 0.9% | |
| Loan Fund Loans 0 | — | — | — | $54K | 0.2% | |
| Vanguard Small Cap Value Index Admiral Vanguard 0 | — | — | — | $29K | 0.1% | |
| Vanguard Mid-Cap Value Index Admiral Vanguard 0 | — | — | — | $26K | 0.1% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $17K | <0.1% | |
| Janus Henderson Triton T Janus Henderson 0 | — | — | — | $13K | <0.1% | |
| JPMorgan Mid Cap Growth I JPMorgan 0 | — | — | — | $5K | <0.1% |