Plan Ledger DOL Form 5500 · updated monthly

Lighthouse Management Company401(k)

LHPIC 401(K) RETIREMENT PLAN · ORLANDO, FL · plan year 2022

Reported admin expense ratio · 2022
1.94%

Lighthouse Management Company reported $44,175 in plan administrative expenses for 2022: 1.94% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Florida (3,624th of 3,644), and 4,786th of 4,798 in finance & insurance. In 2022, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,640
Participants with balances85
Active participants0
Employer contributions$73,510
Employee contributions$213,131
Employer contribution per active participant—
Average account balance$455
Benefits paid to participants$3,947,742
Plan auditUnmodified (clean) audit opinion
AuditorHACKER, JOHNSON & SMITH P.A
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$44,175
Total administrative$44,175
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$44,175 · 1.94%
Similar plansFinance & Insurance · Florida
Taso Group LLC FL$304K · 0.21%
Renegade Insurance FL$223K · 0.93%
Lloyd Jones LLC FL$209K · 1.81%
Healthworks Agency LLC IL$70K · 4.50%
Level One Bank MI$46K · 0.90%
AG Business Group, Inc. CA$45K · 3.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452852559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.