Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › First Light Retirement LLC
First Light Retirement LLC
- Service provider, as named on Schedule C
- EIN 863483132
- Plan year 2024
- Direct compensation reported $567,906
Assets of those plans
$641,933,551
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$567,906
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 10 |
| 50 | Direct payment from the plan | 2 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 15 | Recordkeeping and information management | 1 |
| 99 | Other fees | 1 |
| 64 | Recordkeeping fees | 1 |
| 49 | Other services | 1 |
Largest plans served
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|---|---|---|---|---|
| Ionis Pharmaceuticals 401(k) Plan | Ionis Pharmaceuticals | $315,959,406 | 1,410 | $132,510 |
| Sunopta Foods Inc. 401(k) Plan | SunOpta Foods | $98,717,980 | 2,104 | $107,188 |
| Quantum Design International, Inc. Safe Harbor Match and Retirement Plan | Quantum Design International | $93,180,891 | 374 | $121,344 |
| Malin Space Science Systems, Inc. Retirement Plan | Malin Space Science Systems | $24,700,611 | 123 | $21,754 |
| Kura Oncology, Inc. 401(k) Plan | Kura Oncology | $24,437,331 | 231 | $21,360 |
| Zest Anchors, LLC 401(k) Plan | Zest Anchors | $21,142,907 | 270 | $25,641 |
| Signtech 401(k) Plan | Signtech Electrical Advertising | $16,719,947 | 198 | $28,077 |
| Pueblo of Pojoaque 401(k) Plan | Pueblo of Pojoaque | $16,372,997 | 355 | $28,207 |
| Balboa Travel, Inc. Profit Sharing and 401k Plan | Balboa Travel | $16,196,130 | 150 | $23,969 |
| Atlas Construction Supply, Inc. Retirement Savings Planrecordkeeper | Atlas Construction Supply | $14,505,351 | 145 | $19,461 |
| Mirati Therapeutics, Inc. 401(k) Plan | Mirati Therapeutics | $0 | 0 | $38,395 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.