How big is Lighthouse Financial Enterprises Inc.'s plan?

Lighthouse Financial Enterprises Inc.'s plan reported $604K in assets and 7 participants for 2024.

Original filing (PDF)20251008134625NAL0005640209001

Lighthouse Financial Enterprises Inc.

Name: Lighthouse Financial Enterprises Inc. — Lighthouse, Form 5500 (2024)
Creator: Lighthouse Financial Enterprises Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lighthouse 401(k) Plan

401(k) retirement plan · Lighthouse Financial Enterprises Inc.'s Lighthouse 401(k) Plan held $604K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$604K

Net assets (EOY)

$604K

People on this filing

Phillip Gerstner signed Lighthouse Financial Enterprises Inc.'s 2024 Form 5500 as plan administrator.

Phillip Gerstner — 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 Financial Enterprises Inc.'s EIN is 30-0795881.

EIN 30-0795881

Plan number 001

Plan year 2024

ACK ID 20251008134625NAL0005640209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lighthouse Financial Enterprises Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lighthouse Financial Enterprises Inc.'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 FINANCIAL ENTERPRISES INC..

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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 (96th percentile).

Plan sponsor

Name

LIGHTHOUSE FINANCIAL ENTERPRISES INC.

EIN

all filings

Address

110 WALLACE ROAD NW · SALEM, OR · 97304

Phone

(503) 485-9500

Industry

Finance & Insurance

Plan administrator