AUMdb

Lighthouse Hr Services,Llc 401(k) Plan

Sponsored by Lighthouse Hr Services, Llc · EIN 455382595 · Plan #001

Total assets
$14.6M
Net assets
$14.6M
Active participants
260
With balances
421

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Recordkeeping $54,706
Raymond James & Associates Investment advisory (participants) $24,013
Florida Retirement Consultants Contract administrator $21,134
Assurance Dimensions Accounting $10,000
Onedigital Topco, Llc Investment advisory (plan) $0