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Original filing (PDF)20250930091029NAL0019128818001
LIGHTHOUSE BEHAVIORAL HEALTH SOLUTIONS
Form 5500
FILING_RECEIVED
LIGHTHOUSE BEHAVIORAL HEALTH SOLUTIONS 401(K)
401(k) retirement plan
Signals · 2
~113 bps in Sched C feesNo recordkeeper disclosed
Active participants
295
Accounts w/ balance
177
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
80
Knocking points off
- 113 bps in Schedule C fees — 117% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIGHTHOUSE BEHAVIORAL HEALTH SOLUTIONS.
Plan sponsor
Name
LIGHTHOUSE BEHAVIORAL HEALTH SOLUTIONS
EIN
82-4226492
Address
140 E. TOWN STREET, · SUITE 1450 · COLUMBUS, OH · 43215
Phone
(614) 334-6903
Industry
Health Care & Social Assistancesee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FLAGEL, HUBER, FLAGEL & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $11K | — |
| EVERHART FINANCIAL GROUP | — | DUBLIN, OH | NONE | $11K | — |
Investments
24 direct securities · 1 pooled fund· $1.9M(100% of reported assets)
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.
Uncategorized
$1.9M
24 holdings
Common Collective Trust
$10K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $297K | 15.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $257K | 13.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $210K | 11.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $209K | 11.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $185K | 9.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $182K | 9.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $149K | 8.0% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $81K | 4.3% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $74K | 3.9% | |
| Fidelity Large Cap Growth Index Fidelity 0 | — | — | — | $48K | 2.6% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $28K | 1.5% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $26K | 1.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $25K | 1.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 63 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $25K | 1.3% | |
| ClearBridge Small Cap Growth IS Legg Mason 0 | — | — | — | $12K | 0.6% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $10K | 0.5% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $10K | 0.5% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 32 Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $8K | 0.4% | |
| American Eupac R6 American 0 | — | — | — | $8K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $7K | 0.4% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $5K | 0.2% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $4K | 0.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $4K | 0.2% | |
| Fidelity Total International Index Fidelity 0 | — | — | — | $2K | 0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $1K | <0.1% |
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