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LIGHTHOUSE REAL ESTATE INVESTMENTS LLC — LIGHTHOUSE REAL ESTATE INVESTMENTS LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250826165701NAL0008692161001
LIGHTHOUSE REAL ESTATE INVESTMENTS LLC
Form 5500-SF
FILING_RECEIVED
LIGHTHOUSE REAL ESTATE INVESTMENTS LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LIGHTHOUSE REAL ESTATE INVESTMENTS LLC
.
Find decision makers
Plan sponsor
Name
LIGHTHOUSE REAL ESTATE INVESTMENTS LLC
EIN
30-1104189
Address
160 STATE STREET, 4TH FLOOR · BOSTON, MA · 02109
Phone
(857) 250-0473
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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