Original filing (PDF)20240403220021NAL0025233218004

Lightforge

Name: Lightforge — Lightforge 401(k) Plan, Form 5500 (2023)
Creator: Lightforge
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lightforge 401(k) Plan

401(k) retirement plan · Lightforge's Lightforge 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Lightforge's EIN is 85-0568862.

EIN 85-0568862

Plan number 001

Plan year 2023

ACK ID 20240403220021NAL0025233218004

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lightforge from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lightforge's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIGHTFORGE.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LIGHTFORGE

EIN

all filings

Address

1105 TRYON VILLAGE DRIVE · SUITE 303 PMB 54 · CARY, NC · 27518

Phone

(443) 470-2008

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-09

Filed

2024-04-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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