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Original filing (PDF)20250725130054NAL0014817970001
LIGHTHOUSE TITLE, INC.
Form 5500
FILING_RECEIVED
LIGHTHOUSE TITLE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
36% in single holdingNo recordkeeper disclosed
Active participants
179
Accounts w/ balance
136
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
82
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T Rowe Price Retirement I 2030 Fund" is 36% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIGHTHOUSE TITLE, INC..
Plan sponsor
Name
LIGHTHOUSE TITLE, INC.
EIN
38-3596651
Address
321 SETTLERS RD, STE 120 · HOLLAND, MI · 49423
Phone
(800) 344-3531
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-07-25
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
HUNGERFORD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANKERS TRUST COMPANY | 42-0127385 | — | NONE | $29K | — |
Investments
25 direct securities · 1 pooled fund· $4.6M(98% 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
$4.5M
25 holdings
Common Collective Trust
$12K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retirement I 2030 Fund | — | — | — | $1.6M | 35.1% | |
| Vanguard 500 Index Fund | — | — | — | $440K | 9.5% | |
| T Rowe Price Retirement I 2035 Fund | — | — | — | $389K | 8.4% | |
| T Rowe Price Retirement I 2045 Fund | — | — | — | $297K | 6.4% | |
| T Rowe Price Retirement I 2025 Fund | — | — | — | $275K | 5.9% | |
| T Rowe Price Retirement I 2040 Fund | — | — | — | $274K | 5.9% | |
| T Rowe Price Retirement I 2050 Fund | — | — | — | $183K | 3.9% | |
| T. Rowe Price T Rowe Price Blue Chip Growth Fund Inc | — | — | — | $159K | 3.4% | |
| Vanguard Developed Markets Index Fund | — | — | — | $137K | 3.0% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $108K | 2.3% | |
| T Rowe Price Retirement | 2060 Fund | — | — | — | $85K | 1.8% | |
| T Rowe Price Retirement I 2055 Fund | — | — | — | $76K | 1.6% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $68K | 1.5% | |
| Principal MidCap Fund | — | — | — | $63K | 1.4% | |
| Vanguard Small-Cap Index Fund | — | — | — | $57K | 1.2% | |
| T Rowe Price Retirement I 2020 Fund | — | — | — | $55K | 1.2% | |
| Vanguard Small-Cap Growth Index Fund | — | — | — | $48K | 1.0% | |
| Vanguard Short-Term Investment Grade Fund | — | — | — | $48K | 1.0% | |
| Vanguard Equity Income Fund | — | — | — | $42K | 0.9% | |
| Vanguard Mid-Cap Value Index Fund/Open-end Fund | — | — | — | $30K | 0.6% | |
| Vanguard International Growth Fund | — | — | — | $22K | 0.5% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $20K | 0.4% | |
| Vanguard Real Estate Index Fund | — | — | — | $18K | 0.4% | |
| T Rowe Price Retirement I 2065 Fund | — | — | — | $16K | 0.3% | |
| GOLDMAN SACHS STABLE VALUE THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $12K | 0.3% | |
| Similar Party Collateral, Par or Maturity Value Cost** Value Vanguard Intermediate-Term Treasury Fund | — | — | — | $1K | <0.1% |
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