Lhr Retirement Plan
Sponsored by Lighthouse Resources Inc. · EIN 273184713 · Plan #333
- Total assets
- $24.2M
- Net assets
- $24.2M
- Active participants
- 63
- With balances
- 191
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $50,251 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $43,355 |
| United 401(k) Plans, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $6,869 |