Suzanne Snyder signed Lighthouse Document Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lighthouse Document Technologies, Inc.'s EIN is 43-1676776.
Download the official 2024 Form 5500 (PDF) for Lighthouse Document Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lighthouse Document Technologies, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $99K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2045 Fund 426,091 shares | Other securities | — | $426K | $9.5M | 12.5% | |
| Fidelity 500 Index Fund 46,391 shares | Common Collective Trusts | — | $46K | $9.5M | 12.5% | |
| T. Rowe Price Retirement 2050 Fund 470,511 shares | Other securities | — | $471K | $8.9M | 11.7% | |
| T. Rowe Price Retirement 2035 Fund 414,338 shares | Other securities | — | $414K | $8.7M | 11.5% | |
| T. Rowe Price Retirement 2040 Fund 272,797 shares | Other securities | — | $273K | $8.3M | 11.0% | |
| T. Rowe Price Retirement 2055 Fund 218,108 shares | Other securities | — | $218K | $4.3M | 5.7% | |
| T. Rowe Price Retirement 2030 Fund 165,302 shares | Other securities | — | $165K | $4.2M | 5.6% | |
| Fidelity Total Market Index Fund 19,164 shares | Common Collective Trusts | — | $19K | $3.1M | 4.1% | |
| JPMorgan Large Cap Growth Fund Class R6 26,161 shares | Other securities | — | $26K | $2.2M | 2.9% | |
| T. Rowe Price Retirement 2025 Fund 91,096 shares | Other securities | — | $91K | $1.5M | 2.0% | |
| T. Rowe Price Retirement 2060 Fund 88,570 shares | Other securities | — | $89K | $1.5M | 1.9% | |
| Vanguard Mid Cap Index Fund 4,149 shares | Common Collective Trusts | — | $4K | $1.4M | 1.8% | |
| Vanguard Information Technology Index Adm 3,948 shares | Mutual Funds | — | $4K | $1.3M | 1.7% | |
| Maturing January 2025 to July 2034 | Other securities | — | — | $1.1M | 1.5% | |
| PIMCO Income Fund 84,058 shares | Mutual Funds | — | $84K | $884K | 1.2% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $30K | $880K | 1.2% | |
| Vanguard Small Cap Index Fund 7,578 shares | Common Collective Trusts | — | $8K | $873K | 1.2% | |
| Victory Sycamore Established Value Fund 18,301 shares | Other securities | — | $18K | $841K | 1.1% | |
| Fidelity Small Cap Growth Fund 44,867 shares | Mutual Funds | — | $45K | $800K | 1.1% | |
| Fidelity Overseas Fund 12,508 shares | Mutual Funds | — | $13K | $783K | 1.0% | |
| DFA US Large Capital Value Fund 14,522 shares | Mutual Funds | — | $15K | $716K | 0.9% | |
| DFA US Small Capital Value 13,141 shares | Mutual Funds | — | $13K | $637K | 0.8% | |
| Vanguard FTSE Social Index Fund 10,355 shares | Common Collective Trusts | — | $10K | $584K | 0.8% | |
| Vanguard Developed Markets Index Fund 33,148 shares | Common Collective Trusts | — | $33K | $509K | 0.7% | |
| Vanguard Total Bond Market Fund 39,205 shares | Mutual Funds | — | $39K | $372K | 0.5% | |
| Voya Intermediate Bond Fund 42,254 shares | Other securities | — | $42K | $364K | 0.5% | |
| T. Rowe Price Retirement Balanced Fund 24,968 shares | Other securities | — | $25K | $331K | 0.4% | |
| American Funds New World Fund 4,165 shares | Mutual Funds | — | $4K | $321K | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund 7,334 shares | Common Collective Trusts | — | $7K | $270K | 0.4% | |
| T. Rowe Price Retirement 2065 Fund 19,855 shares | Other securities | — | $20K | $255K | 0.3% | |
| Macquarie Mid Cap Groth R6 7,901 shares | Other securities | — | $8K | $235K | 0.3% | |
| Cohen & Steers Institutional Realty Shares 3,925 shares | Other securities | — | $4K | $188K | 0.2% | |
| PIMCO Real Return 13,740 shares | Mutual Funds | — | $14K | $137K | 0.2% | |
| T. Rowe Price Retirement 2020 Fund 6,388 shares | Other securities | — | $6K | $119K | 0.2% | |
| Victory Trivalent International Small-Cap Fund Class I 6,345 shares | Other securities | — | $6K | $94K | 0.1% | |
| Vanguard Total International Bond Index Fund 2,280 shares | Common Collective Trusts | — | $2K | $45K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund 1,876 shares | Other securities | — | $2K | $24K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund 399 shares | Other securities | — | — | $5K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund 275 shares | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
