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Original filing (PDF)20250728073600NAL0001247953001
LIGHTSPEED SOLUTIONS, LLC DBA LIGHTSPEED SYSTEMS
Form 5500
FILING_RECEIVED
LIGHTSPEED SYSTEMS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
167
Accounts w/ balance
250
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIGHTSPEED SOLUTIONS, LLC DBA LIGHTSPEED SYSTEMS.
Plan sponsor
Name
LIGHTSPEED SOLUTIONS, LLC DBA LIGHTSPEED SYSTEMS
EIN
77-0516848
Address
12013 FITZHUGH ROAD · AUSTIN, TX · 78736
Phone
(737) 205-2500
Industry
Custom Computer Programming· 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
2025-07-28
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DANIELLS PHILLIPS VAUGHAN & BOC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $24K | — |
Investments
29 direct securities· $22.1M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2045 K | — | — | — | $4.4M | 19.2% | |
| Invesco Equally-Wtd S&P 500 Y | — | — | — | $2.0M | 8.7% | |
| Blackrock Lifepath Index 2055 K | — | — | — | $1.8M | 7.8% | |
| Hartford Dividend and Growth R6 | — | — | — | $1.6M | 6.8% | |
| Blackrock Lifepath Index 2060 K | — | — | — | $1.4M | 5.9% | |
| JPMorgan US Research Enhanced Equity R6 | — | — | — | $1.4M | 5.9% | |
| Blackrock Lifepath Index Retirement K | — | — | — | $1.1M | 4.6% | |
| Blackrock Lifepath Index 2035 K | — | — | — | $1000K | 4.3% | |
| Empower Annuity Insurance Key Guaranteed Portfolio Fund Company of America | — | — | — | $971K | 4.2% | |
| American Funds New World R6 | — | — | — | $965K | 4.2% | |
| Vanguard Interm-Term Bond Index Adm | — | — | — | $922K | 4.0% | |
| Blackrock Lifepath Index 2040 K | — | — | — | $764K | 3.3% | |
| Nuveen Large Cap Growth R6 | — | — | — | $726K | 3.1% | |
| Vanguard International Growth Adm | — | — | — | $512K | 2.2% | |
| Dimensional DFA US Targeted Value I | — | — | — | $479K | 2.1% | |
| Carillon Eagle Mid Cap Growth R6 | — | — | — | $314K | 1.4% | |
| Pimco Income Instl | — | — | — | $290K | 1.3% | |
| American Century Small Cap Growth R6 | — | — | — | $230K | 1.0% | |
| BNY Mellon WorldWide Growth A | — | — | — | $226K | 1.0% | |
| Brandywineglobal Global Opps Bond I | — | — | — | $168K | 0.7% | |
| Principal Real Estate Securities Inst | — | — | — | $167K | 0.7% | |
| Pimco Commodity Real Return Strat Instl | — | — | — | $160K | 0.7% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $138K | 0.6% | |
| Blackrock Lifepath Index 2030 K | — | — | — | $137K | 0.6% | |
| Pimco Real Return Instl | — | — | — | $135K | 0.6% | |
| Putnam Dynamic Asset Allocation Growth YPAGYX | — | — | — | $80K | 0.3% | |
| Putnam Dynamic Asset Allocation Bal Y | — | — | — | $71K | 0.3% | |
| Pioneer Bond Y | — | — | — | $23K | <0.1% | |
| T.Rowe Price Retirement Balanced Fund | — | — | — | $18K | <0.1% |