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THE LIGHTHOUSE, INC. — THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010154310NAL0013446752001
THE LIGHTHOUSE, INC.
Form 5500
FILING_RECEIVED
THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
274
Accounts w/ balance
325
Plan assets (EOY)
$9.9M
Net assets (EOY)
$7.8M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE LIGHTHOUSE, INC.
.
Find decision makers
Plan sponsor
Name
THE LIGHTHOUSE, INC.
EIN
38-2694908
Address
1655 EAST CARO ROAD · P O BOX 289 · CARO, MI · 48723
Phone
(989) 673-2500
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $9.7M
(98% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
* The Lighthouse, Inc. Common stock, 24,078 shares
Common Stocks
—
$6.3M
$9.7M
98.1%
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Knocking points off
Top holding "The Lighthouse, Inc. Common stock, 24,078 shares" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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