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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC 401(k) Plan

What public Form 5500 filings show about the LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$2.5M
Participants
4
Plans on file
1

The LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC 401(k) on its latest Form 5500

LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC (EIN 81-4902006) reports LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON 401(K) PLAN on its most recent Form 5500, with $2.5M in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC filing — schedules, fees, and providers.

Who runs the LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC 401(k)?

LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLCHR for the recordkeeper’s name and login.

How to check your LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC — all Form 5500 filings (EIN 81-4902006) · South Carolina employer EIN lookup · Form 5500 search
LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC 401(k) Plan — Form 5500