Hope Winter signed Lighthouse Worldwide Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lighthouse Worldwide Solutions, Inc.'s EIN is 77-0213609.
Download the official 2024 Form 5500 (PDF) for Lighthouse Worldwide Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lighthouse Worldwide Solutions, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $2K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund Mutual fund | Mutual Funds | — | — | $4.5M | 20.5% | |
| Fidelity Contrafund Fund Mutual fund | Mutual Funds | — | — | $3.5M | 16.1% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $2.9M | 13.5% | |
| Fidelity Growth Company Fund Mutual fund | Mutual Funds | — | — | $2.5M | 11.6% | |
| Fidelity Growth Strategies Fund Mutual fund | Mutual Funds | — | — | $1.5M | 7.1% | |
| Fidelity Managed Income Portfolio Class 1 Collective Trust Fund | Common Collective Trusts | — | — | $1.3M | 6.2% | |
| Fidelity Diversified International Fund Mutual fund | Mutual Funds | — | — | $1.3M | 5.9% | |
| BlackRock Advantage Small Cap Core Fund Mutual Fund ** 454 * FID Puritan Mutual Fund | Mutual Funds | — | — | $1.3M | 5.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.3M | 5.8% | |
| Fidelity Equity-Income Fund Mutual fund | Mutual Funds | — | — | $1.2M | 5.5% | |
| Fidelity Government Income Fund Mutual fund | Mutual Funds | — | — | $1.1M | 5.1% | |
| Notes receivable from participants Interest rates 4.25% - 9.50% - | Bonds / Notes | — | — | $397K | 1.8% | |
| Carillon Scout Mid Cap I Fund Mutual Fund | Other securities | — | — | $129K | 0.6% | |
| Fidelity Small Cap Growth Mutual Fund | Mutual Funds | — | — | $93K | 0.4% | |
| American Century Mid Cap Value Fund Mutual Fund | Other securities | — | — | $40K | 0.2% | |
| Allspring Special Small Cap Value Fund Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
