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Original filing (PDF)20250926151912NAL0009538401003
THE LIGHTHOUSE FOR THE BLIND, INC.
Form 5500
FILING_RECEIVED
THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
430
Accounts w/ balance
605
Plan assets (EOY)
$42.7M
Net assets (EOY)
$42.7M
How this plan invests
This plan
26 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
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LIGHTHOUSE FOR THE BLIND, INC..
Plan sponsor
Name
THE LIGHTHOUSE FOR THE BLIND, INC.
EIN
91-0295070
Address
2051 S. PLUM STREET · SEATTLE, WA · 981444711
Phone
(206) 322-4200
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INSTIT. OPER. CO.,INC | 04-2647786 | — | RECORDKEEPER | $56K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS | 06-1397347 | — | N/A | $25K | — |
| VANGUARD | — | VALLEY FORGE, PA | NONE | $0 | — |
Investments
26 direct securities· $42.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Registered Investment Company | — | — | — | $4.5M | 10.5% | |
| Vanguard Growth Index Registered Investment Company | — | — | — | $4.1M | 9.7% | |
| Vanguard Target Retirement 2030 Registered Investment Company | — | — | — | $4.0M | 9.3% | |
| Vanguard Target Retirement 2025 Registered Investment Company | — | — | — | $3.6M | 8.4% | |
| Vanguard Target Retirement 2040 Registered Investment Company | — | — | — | $3.6M | 8.4% | |
| Prudential Guaranteed Income Fund Guaranteed Investment Contract | — | — | — | $2.3M | 5.3% | |
| Vanguard Target Retirement 2045 Registered Investment Company | — | — | — | $2.2M | 5.1% | |
| Vanguard Target Retirement 2050 Registered Investment Company | — | — | — | $2.0M | 4.8% | |
| Vanguard Target Retirement 2055 Registered Investment Company | — | — | — | $2.0M | 4.7% | |
| Vanguard Balanced Index Registered Investment Company | — | — | — | $1.5M | 3.6% | |
| Vanguard Value Index Registered Investment Company | — | — | — | $1.5M | 3.4% | |
| Vanguard Total Bond Market Registered Investment Company | — | — | — | $1.4M | 3.2% | |
| Vanguard 500 Index Registered Investment Company | — | — | — | $1.4M | 3.2% | |
| Vanguard Wellesley Registered Investment Company | — | — | — | $1.2M | 2.8% | |
| Vanguard Target Retirement 2020 Registered Investment Company | — | — | — | $1.1M | 2.7% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $971K | 2.3% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $907K | 2.1% | |
| Fidelity International Index Registered Investment Company | — | — | — | $855K | 2.0% | |
| Vanguard Small Cap Index Registered Investment Company | — | — | — | $772K | 1.8% | |
| Vanguard Short-term Bond Index Registered Investment Company | — | — | — | $520K | 1.2% | |
| Participant Loans 9.50% maturing through April 2036 | — | — | — | $490K | 1.1% | |
| American Funds The Bond Fund of America Class R-6 Registered Investment Company | — | — | — | $482K | 1.1% | |
| Fidelity Inflationary Protected Bond Index Registered Investment Company | — | — | — | $371K | 0.9% | |
| Vanguard Target Retirement 2060 Registered Investment Company | — | — | — | $368K | 0.9% | |
| Fidelity Emerging Markets Index Registered Investment Company | — | — | — | $359K | 0.8% | |
| Vanguard Target Retirement 2065 Registered Investment Company | — | — | — | $147K | 0.3% |