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Original filing (PDF)20250903140231NAL0015450113001
LIGHTBOX EMPLOYER, L.L.C.
Form 5500
FILING_RECEIVED
LIGHTBOX EMPLOYER, L.L.C. RETIREMENT PLAN
401(k) retirement plan
Active participants
484
Accounts w/ balance
648
Plan assets (EOY)
$89.8M
Net assets (EOY)
$89.8M
How this plan invests
This plan
35 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 LIGHTBOX EMPLOYER, L.L.C..
Plan sponsor
Name
LIGHTBOX EMPLOYER, L.L.C.
EIN
82-5392395
Address
6 ARMSTRONG ROAD · FL 4 · SHELTON, CT · 06484
Phone
(203) 882-6926
Industry
Information / Tech / Mediasee 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
2025-09-03
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
2F · ERISA section 404(c)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2J · 401(k) feature
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $62K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $83K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
Investments
35 direct securities· $89.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund Class K6 " | — | — | — | $13.3M | 14.9% | |
| Fidelity Blue Chip Growth Fund Class K6 " | — | — | — | $10.9M | 12.1% | |
| Fidelity 500 Index Fund " | — | — | — | $10.8M | 12.1% | |
| Fidelity Freedom 2040 Fund Class K6 " | — | — | — | $8.7M | 9.7% | |
| Fidelity Freedom 2030 Fund Class K6 " | — | — | — | $6.4M | 7.2% | |
| Fidelity Freedom 2045 Fund Class K6 " | — | — | — | $6.2M | 6.9% | |
| Fidelity Freedom 2050 Fund Class K6 " | — | — | — | $4.3M | 4.8% | |
| Fidelity Freedom 2055 Fund Class K6 " | — | — | — | $3.3M | 3.6% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 " | — | — | — | $2.7M | 3.0% | |
| Fidelity Freedom 2025 Fund Class K6 " | — | — | — | $2.5M | 2.8% | |
| JPMorgan US Research Enhanced Equity Fund Class R6 " | — | — | — | $2.1M | 2.4% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares " | — | — | — | $2.0M | 2.3% | |
| Fidelity International Capital Appreciation Fund Class K6 " | — | — | — | $1.8M | 2.0% | |
| Fidelity Total Bond Fund Class K6 " | — | — | — | $1.8M | 2.0% | |
| Fidelity Government Money Market Fund Class K6 " | — | — | — | $1.8M | 2.0% | |
| Fidelity Freedom 2060 Fund Class K6 " | — | — | — | $1.7M | 1.9% | |
| Fidelity Freedom 2020 Fund Class K6 " | — | — | — | $1.3M | 1.5% | |
| Fidelity Small Cap Index Fund " | — | — | — | $1.3M | 1.4% | |
| PGIM High Yield Fund Class R6 " | — | — | — | $959K | 1.1% | |
| Participant Loans (4.00% - 9.50%) - | — | — | — | $866K | 1.0% | |
| Vanguard Equity Income Fund Admiral Shares " | — | — | — | $839K | 0.9% | |
| American Beacon Small Cap Value Fund Class R6 " | — | — | — | $744K | 0.8% | |
| Goldman Sachs Emerging Markets Equity Insights Fund Class R6 " | — | — | — | $653K | 0.7% | |
| Columbia Large Cap Enhanced Core Fund Institutional 3 Class Mutual fund | — | — | — | $607K | 0.7% | |
| Vanguard Material Value Index Fund Admiral Shares " | — | — | — | $511K | 0.6% | |
| Fidelity Freedom 2065 Fund Class K6 " | — | — | — | $283K | 0.3% | |
| Nuveen Real Estate Securities Fund Class R6 " | — | — | — | $278K | 0.3% | |
| Vanguard Balanced Index Fund Admiral Shares " | — | — | — | $244K | 0.3% | |
| American Century Inflation-Adjusted Bond Fund Class R6 " | — | — | — | $177K | 0.2% | |
| Fidelity Freedom Income Fund Class K6 " | — | — | — | $147K | 0.2% | |
| T. Rowe Spectrum Moderate Growth Allocation Fund " | — | — | — | $144K | 0.2% | |
| BlackRock Global Allocation Fund Class K " | — | — | — | $113K | 0.1% | |
| Fidelity Freedom 2015 Fund Class K6 " | — | — | — | $69K | <0.1% | |
| Fidelity Freedom 2010 Fund Class K6 " | — | — | — | $50K | <0.1% | |
| T. Rowe Price Balanced Fund " | — | — | — | $16K | <0.1% |