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Original filing (PDF)20251008050811NAL0009175776001
LMSI, LLC DBA. LIGHTHOUSE LAB
Form 5500
FILING_RECEIVED
LMSI, LLC DBA. LIGHTHOUSE LAB SERVICES 401K PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
156
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 LMSI, LLC DBA. LIGHTHOUSE LAB.
Plan sponsor
Name
LMSI, LLC DBA. LIGHTHOUSE LAB
EIN
84-3411531
Address
1337 HUNDRED OAKS · STE A · CHARLOTTE, NC · 28217
Phone
(919) 800-7668
Industry
All Other Professional Services· 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
2025-10-08
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
AAFCPAS INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $25K | — |
Investments
26 direct securities · 1 pooled fund· $5.9M(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.
Registered Investment Companies
$5.8M
26 holdings
Common Collective Trust
$108K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $716K | 12.1% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $566K | 9.6% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $531K | 9.0% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $505K | 8.5% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $489K | 8.3% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $466K | 7.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $459K | 7.8% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $449K | 7.6% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $257K | 4.4% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $244K | 4.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $209K | 3.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $190K | 3.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $138K | 2.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $119K | 2.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $118K | 2.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $108K | 1.8% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $94K | 1.6% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $53K | 0.9% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $47K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $38K | 0.6% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $37K | 0.6% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $22K | 0.4% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $15K | 0.3% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $12K | 0.2% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $9K | 0.1% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $1K | <0.1% |
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