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Original filing (PDF)20250730133209NAL0001963283001
LIGHTFORCE USA INC.
Form 5500
FILING_RECEIVED
LIGHTFORCE USA INC.401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
162
Accounts w/ balance
132
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
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)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIGHTFORCE USA INC..
Plan sponsor
Name
LIGHTFORCE USA INC.
EIN
91-1544797
Address
336 HAZEN LANE · OROFINO, ID · 83544
Phone
(208) 476-9814
Industry
Wholesale Tradesee 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
24 direct securities · 1 pooled fund· $10.5M(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
$9.9M
23 holdings
Mutual Funds
$494K
1 holding
Common Collective Trust
$183K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2050 Target Date Fund R6 (a) | — | — | — | $1.6M | 14.8% | |
| American Funds American Funds 2045 Target Date Fund R6 (a) | — | — | — | $1.3M | 12.4% | |
| American Funds American Funds 2040 Target Date Fund R6 (a) | — | — | — | $1.1M | 10.8% | |
| American Funds American Funds 2035 Target Date Fund R6 (a) | — | — | — | $802K | 7.6% | |
| American Funds American Funds 2030 Target Date Fund R6 (a) | — | — | — | $718K | 6.8% | |
| American Funds American Funds 2055 Target Date Fund R6 (a) | — | — | — | $547K | 5.2% | |
| Vanguard US Growth Admiral (a) | — | — | — | $506K | 4.8% | |
| s * American Funds American Funds 2010 Target Date Fund R6 (a) 745 * American Funds American Funds 2020 Target Date Fund R6 (a) | Mutual Funds | — | — | $494K | 4.7% | |
| Income R6 * American Funds American Funds EuroPacific Growth Fund R6 (a) | — | — | — | $491K | 4.7% | |
| American Funds American Funds New World R6 (a) | — | — | — | $375K | 3.6% | |
| American Funds American Funds 2025 Target Date Fund R6 (a) | — | — | — | $312K | 3.0% | |
| American Funds American Funds Capital World Growth and (a) | — | — | — | $310K | 2.9% | |
| American Funds American Funds 2060 Target Date Fund R6 (a) | — | — | — | $296K | 2.8% | |
| Vanguard Windsor II Fund Admiral (a) | — | — | — | $263K | 2.5% | |
| Vanguard Large Cap Index Admiral (a) | — | — | — | $242K | 2.3% | |
| Participant Loans Interest rates of 5.25% to 10.50% - | — | — | — | $241K | 2.3% | |
| American Funds American Funds Income Fund of America R6 (a) | — | — | — | $213K | 2.0% | |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $183K | 1.7% | |
| Vanguard Small Cap Index Fund Admiral (a) | — | — | — | $142K | 1.4% | |
| American Funds American Funds Small Cap World R6 (a) | — | — | — | $140K | 1.3% | |
| American Funds American Funds 2065 Target Date Fund R6 (a) | — | — | — | $84K | 0.8% | |
| PIMCO Real Return Institutional (a) | — | — | — | $62K | 0.6% | |
| American Funds American Funds Capital Income Builder R6 (a) | — | — | — | $57K | 0.5% | |
| American Funds American Funds 2070 Target Date Fund R6 (a) 285 * American Funds American Funds Bond Fund of America R6 (a) | — | — | — | $36K | 0.3% | |
| American Funds American Funds Capital World Bond Fund R6 (a) | — | — | — | $13K | 0.1% |