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Original filing (PDF)20250825093905NAL0003845315001
LIGHTHOUSE HR SERVICES, LLC
Form 5500
FILING_RECEIVED
LIGHTHOUSE HR SERVICES,LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~75 bps in Sched C feesNo recordkeeper disclosed
Active participants
260
Accounts w/ balance
421
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 75 bps in Schedule C fees — 160% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIGHTHOUSE HR SERVICES, LLC.
Plan sponsor
Name
LIGHTHOUSE HR SERVICES, LLC
EIN
45-5382595
Address
1311 NORTH WESTSHORE BOULEVARD · SUITE 200 · TAMPA, FL · 33607
Phone
(813) 839-7300
Industry
Professional & Technical Servicessee 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
2025-08-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | ST. PETERSBURG, FL | RIA | $24K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT | 71-0294708 | — | NONE | $55K | — |
| FLORIDA RETIREMENT CONSULTANTS | — | LAND O LAKES, FL | NONE | $21K | — |
| ASSURANCE DIMENSIONS | 26-3429295 | — | NONE | $10K | — |
| ONEDIGITAL TOPCO, LLC | 82-1434504 | — | NONE | $0 | — |
Investments
31 direct securities· $14.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Idx 2045 J | — | — | — | $2.8M | 19.4% | |
| Nuveen Lifecycle Idx 2055 J | — | — | — | $2.0M | 13.6% | |
| Nuveen Lifecycle Idx 2035 J | — | — | — | $1.7M | 11.8% | |
| JPMorgan LgCp Grw Fnd R6 | — | — | — | $1.2M | 8.0% | |
| Fidelity 500 Index Fund | — | — | — | $1.1M | 7.7% | |
| Nuveen Lifecycle Idx 2060 J | — | — | — | $695K | 4.8% | |
| Nuveen Lifecycle Idx 2040 J | — | — | — | $533K | 3.7% | |
| Nuveen Lifecycle Idx 2050 J | — | — | — | $512K | 3.5% | |
| Nuveen Lifecycle Idx 2025 J | — | — | — | $479K | 3.3% | |
| Fidelity Mid Cap Idx Fd | — | — | — | $465K | 3.2% | |
| Large Cap Value Fund R1 | — | — | — | $451K | 3.1% | |
| Nuveen Lifecycle Idx 2065 J | — | — | — | $353K | 2.4% | |
| Nuveen Lifecycle Idx 2030 J | — | — | — | $260K | 1.8% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $248K | 1.7% | |
| Fidelity Intl Index Fnd | — | — | — | $247K | 1.7% | |
| Fidelity Sm Cp Ind Fd | — | — | — | $216K | 1.5% | |
| Nuveen Lifecycle Idx Ret Inc J | — | — | — | $216K | 1.5% | |
| Vangrd Explorer Fund Adm | — | — | — | $176K | 1.2% | |
| DFA US Targeted Vl Port Ins | — | — | — | $155K | 1.1% | |
| JPMorgan Mid Cap Growth Fd R6 | — | — | — | $133K | 0.9% | |
| Fid Inf Prt Bd Idx Fd | — | — | — | $117K | 0.8% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $92K | 0.6% | |
| Voya Fixed Account (4450) | — | — | — | $91K | 0.6% | |
| Fidelity Total Bond K6 Fund | — | — | — | $90K | 0.6% | |
| International Equity Fund R1 | — | — | — | $70K | 0.5% | |
| Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $54K | 0.4% | |
| Cohen & Steers US Rlty Fd RS | — | — | — | $33K | 0.2% | |
| American Funds New World R6 | — | — | — | $28K | 0.2% | |
| PIMCO Income Fund Ins | — | — | — | $20K | 0.1% | |
| Fid Ttl Mkt Id Fd | — | — | — | $19K | 0.1% | |
| Fid US Bd Id Fd | — | — | — | $16K | 0.1% |
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