How big is Lighthouse Insurance Agency, Ltd.'s plan?

Lighthouse Insurance Agency, Ltd.'s plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250717235308NAL0001015857017

Lighthouse Insurance Agency, Ltd.

Name: Lighthouse Insurance Agency, Ltd. — Lighthouse, Form 5500 (2024)
Creator: Lighthouse Insurance Agency, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lighthouse Insurance Agency, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Lighthouse Insurance Agency, Ltd.'s Lighthouse Insurance Agency, Ltd. 401(k) Profit Sharing Plan held $1.2M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Brian Boucher signed Lighthouse Insurance Agency, Ltd.'s 2024 Form 5500 as plan administrator.

Brian Boucher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lighthouse Insurance Agency, Ltd.'s EIN is 04-3216220.

EIN 04-3216220

Plan number 001

Plan year 2024

ACK ID 20250717235308NAL0001015857017

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lighthouse Insurance Agency, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lighthouse Insurance Agency, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIGHTHOUSE INSURANCE AGENCY, LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

LIGHTHOUSE INSURANCE AGENCY, LTD.

EIN

all filings

Address

540 GALLIVAN BLVD UNIT 211 · DORCHESTER, MA · 02124

Phone

(617) 464-3777

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator