AUMdb

Lighthouse Behavioral Health Solutions 401(k)

Sponsored by Lighthouse Behavioral Health Solutions · EIN 824226492 · Plan #001

Total assets
$1.9M
Net assets
$1.9M
Active participants
295
With balances
177

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
Everhart Financial Group Inc CRD 107091 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Participant loan processing, Other fees, Direct payment from the plan $10,555
Everhart Financial Group Investment advisory (plan), Direct payment from the plan $10,503