How big is Lighthouse Wealth Management, Inc.'s plan?

Lighthouse Wealth Management, Inc.'s plan reported $884K in assets and 5 participants for 2025.

Original filing (PDF)20260227141104NAL0000479457001

Lighthouse Wealth Management, Inc.

Name: Lighthouse Wealth Management, Inc. — Lighthouse, Form 5500 (2025)
Creator: Lighthouse Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lighthouse Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Lighthouse Wealth Management, Inc.'s Lighthouse Wealth Management, Inc. 401(k) Plan held $884K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$884K

Net assets (EOY)

$884K

Plan identifiers

Lighthouse Wealth Management, Inc.'s EIN is 45-2153802.

EIN 45-2153802

Plan number 001

Plan year 2025

ACK ID 20260227141104NAL0000479457001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lighthouse Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lighthouse Wealth Management, 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 WEALTH MANAGEMENT, 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