ANDY ZAHN signed Lighthouse HR Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lighthouse HR Services, LLC's EIN is 45-5382595.
Download the official 2024 Form 5500 (PDF) for Lighthouse HR Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lighthouse HR Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT | 71-0294708 | — | NONE | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | ST. PETERSBURG, FL | RIA | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Idx 2045 J | Common Collective Trusts | — | — | $2.8M | 19.4% | |
| Nuveen Lifecycle Idx 2055 J | Common Collective Trusts | — | — | $2.0M | 13.6% | |
| Nuveen Lifecycle Idx 2035 J | Common Collective Trusts | — | — | $1.7M | 11.8% | |
| JPMorgan LgCp Grw Fnd R6 | Other securities | — | — | $1.2M | 8.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 7.7% | |
| Nuveen Lifecycle Idx 2060 J | Common Collective Trusts | — | — | $695K | 4.8% | |
| Nuveen Lifecycle Idx 2040 J | Common Collective Trusts | — | — | $533K | 3.7% | |
| Nuveen Lifecycle Idx 2050 J | Common Collective Trusts | — | — | $512K | 3.5% | |
| Nuveen Lifecycle Idx 2025 J | Common Collective Trusts | — | — | $479K | 3.3% | |
| Fidelity Mid Cap Idx Fd | Common Collective Trusts | — | — | $465K | 3.2% | |
| Large Cap Value Fund R1 | Other securities | — | — | $451K | 3.1% | |
| Nuveen Lifecycle Idx 2065 J | Common Collective Trusts | — | — | $353K | 2.4% | |
| Nuveen Lifecycle Idx 2030 J | Common Collective Trusts | — | — | $260K | 1.8% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $248K | 1.7% | |
| Fidelity Intl Index Fnd | Mutual Funds | — | — | $247K | 1.7% | |
| Fidelity Sm Cp Ind Fd | Mutual Funds | — | — | $216K | 1.5% | |
| Nuveen Lifecycle Idx Ret Inc J | Common Collective Trusts | — | — | $216K | 1.5% | |
| Vangrd Explorer Fund Adm | Other securities | — | — | $176K | 1.2% | |
| DFA US Targeted Vl Port Ins | Mutual Funds | — | — | $155K | 1.1% | |
| JPMorgan Mid Cap Growth Fd R6 | Other securities | — | — | $133K | 0.9% | |
| Fid Inf Prt Bd Idx Fd | Common Collective Trusts | — | — | $117K | 0.8% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $92K | 0.6% | |
| Voya Fixed Account (4450) | Other securities | — | — | $91K | 0.6% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $90K | 0.6% | |
| International Equity Fund R1 | Other securities | — | — | $70K | 0.5% | |
| Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $54K | 0.4% | |
| Cohen & Steers US Rlty Fd RS | Other securities | — | — | $33K | 0.2% | |
| American Funds New World R6 | Mutual Funds | — | — | $28K | 0.2% | |
| PIMCO Income Fund Ins | Mutual Funds | — | — | $20K | 0.1% | |
| Fid Ttl Mkt Id Fd | Mutual Funds | — | — | $19K | 0.1% | |
| Fid US Bd Id Fd | Mutual Funds | — | — | $16K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLORIDA RETIREMENT CONSULTANTS | — | LAND O LAKES, FL | NONE | $21K | — |
| ASSURANCE DIMENSIONS | 26-3429295 | — | NONE | $10K | — |
| ONEDIGITAL TOPCO, LLC | 82-1434504 | — | NONE | $0 | — |
