AUMdb

Lighthouse School Retirement Plan

Sponsored by Lighthouse School, Inc. · EIN 042939326 · Plan #003

Total assets
$32.5M
Net assets
$32.5M
Active participants
184
With balances
220

Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Rockland Trust Trustee (institutional), Investment management $173,326