401k Record

Employers › Lighthouse Holdings Parent

Lighthouse Holdings Parent 401(k)

Recordkeeping fees per participant · Resolute Investment Managers, Inc. 401(k) Plan · plan year 2024

$10.66

Higher than 10% of the 14,075 plans $10 to 50M that report it.

Source

= $1,588 / 149
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250917165856NAL0000554081001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917165856NAL0000554081001, received 2025-09-17

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-17.

Cost and contributions

Administrative expenses excluding investment management, per participant

$10.66

10th: $15.36median $118.8890th: $340.63

Higher than 6% of the 24,371 plans $10 to 50M that report it.

Source

= $1,588 / 149
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250917165856NAL0000554081001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917165856NAL0000554081001, received 2025-09-17

Administrative expenses per participant

$44.89

10th: $26.86median $197.2590th: $456.10

Higher than 15% of the 25,098 plans $10 to 50M that report it.

Source

= $6,688 / 149
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250917165856NAL0000554081001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917165856NAL0000554081001, received 2025-09-17

Administrative expenses as a share of assets

0.018%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 6% of the 25,132 plans $10 to 50M that report it.

Source

= $6,688 / $36,994,607
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250917165856NAL0000554081001, received 2025-09-17
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250917165856NAL0000554081001, received 2025-09-17

Employer contributions per participant

$6,130

10th: $664median $2,07490th: $4,751

Higher than 95% of the 24,050 plans $10 to 50M that report it.

Source

= $913,340 / 149
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917165856NAL0000554081001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917165856NAL0000554081001, received 2025-09-17

Employer share of total contributions

30.4%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 59% of the 24,084 plans $10 to 50M that report it.

Source

= $913,340 / $3,007,980
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917165856NAL0000554081001, received 2025-09-17
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250917165856NAL0000554081001, received 2025-09-17

Plan terms, as stated in Lighthouse Holdings Parent, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250917165856NAL0000554081001, received 2025-09-17

Full record, Resolute Investment Managers, Inc. 401(k) Plan

FieldValueSource
Plan sponsorRESOLUTE INVESTMENT MANAGERS, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250917165856NAL0000554081001, received 2025-09-17
Plan nameRESOLUTE INVESTMENT MANAGERS, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250917165856NAL0000554081001, received 2025-09-17
Sponsor EIN / plan number26-2612344 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250917165856NAL0000554081001, received 2025-09-17
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250917165856NAL0000554081001, received 2025-09-17
Sponsor locationIRVING, TXForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250917165856NAL0000554081001, received 2025-09-17
Industry (business code)523900, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250917165856NAL0000554081001, received 2025-09-17
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250917165856NAL0000554081001, received 2025-09-17
Filing received2025-09-17Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250917165856NAL0000554081001, received 2025-09-17
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250917165856NAL0000554081001, received 2025-09-17
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250917165856NAL0000554081001, received 2025-09-17
Participants, beginning of year146Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250917165856NAL0000554081001, received 2025-09-17
Active participants116Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250917165856NAL0000554081001, received 2025-09-17
Participants, end of year149Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250917165856NAL0000554081001, received 2025-09-17
Participants with an account balance149Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917165856NAL0000554081001, received 2025-09-17
Total assets, beginning of year$34,262,714Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250917165856NAL0000554081001, received 2025-09-17
Total assets, end of year$36,994,607Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250917165856NAL0000554081001, received 2025-09-17
Net assets, end of year$36,994,607Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250917165856NAL0000554081001, received 2025-09-17
Total income$6,854,608Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250917165856NAL0000554081001, received 2025-09-17
Net income$2,731,893Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250917165856NAL0000554081001, received 2025-09-17
Employer contributions$913,340Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917165856NAL0000554081001, received 2025-09-17
Participant contributions$1,729,172Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250917165856NAL0000554081001, received 2025-09-17
Other contributions (incl. rollovers)$365,468Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250917165856NAL0000554081001, received 2025-09-17
Total contributions$3,007,980Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250917165856NAL0000554081001, received 2025-09-17
Benefit payments$4,116,027Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250917165856NAL0000554081001, received 2025-09-17
Total expenses (incl. benefit payments)$4,122,715Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250917165856NAL0000554081001, received 2025-09-17
Total administrative expenses$6,688Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250917165856NAL0000554081001, received 2025-09-17
Recordkeeping fees$1,588Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250917165856NAL0000554081001, received 2025-09-17
Investment advisory and management fees$5,100Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250917165856NAL0000554081001, received 2025-09-17
Administrative expenses excluding investment management$1,588derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250917165856NAL0000554081001, received 2025-09-17
Held in common/collective trusts$4,693,118Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250917165856NAL0000554081001, received 2025-09-17
Held in mutual funds$30,707,207Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250917165856NAL0000554081001, received 2025-09-17
Independent auditorBAKER TILLY US,LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250917165856NAL0000554081001, received 2025-09-17

Position = column in the DOL layout for form year 2024. Filing 20250917165856NAL0000554081001, received 2025-09-17.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeperNONE 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees $5,345no
CHARLES SCHWAB & CO., INC.NONE 59 Shareholder servicing fees $0yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250917165856NAL0000554081001, received 2025-09-17.

What changed since the 2023 plan year

Figure20232024Change
Total assets$34,262,714$36,994,6078.0%
Participants with a balance1461492.1%
Administrative expenses$7,191$6,688-7.0%
Recordkeeping fees per participant$7.33$10.6645.4%
Employer contributions$882,800$913,3403.5%

Prior filing 20241010160232NAL0010228499002, received 2024-10-10; the plan years are contiguous.

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Sponsor name as filed: RESOLUTE INVESTMENT MANAGERS, INC.; SEC registrant: Lighthouse Holdings Parent, Inc. (CIK 1452468, matched by EIN).