How big is White Lighthouse Investment Management Inc.'s plan?

White Lighthouse Investment Management Inc.'s plan reported $620K in assets and 7 participants for 2024.

Original filing (PDF)20250711081832NAL0009344448001

White Lighthouse Investment Management Inc.

Name: White Lighthouse Investment Management Inc. — Form 5500 Plan 002 (2024)
Creator: White Lighthouse Investment Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Lighthouse Investment Management Inc. 401(k) Plan

401(k) retirement plan · White Lighthouse Investment Management Inc.'s White Lighthouse Investment Management Inc. 401(k) Plan held $620K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$620K

Net assets (EOY)

$620K

Plan identifiers

White Lighthouse Investment Management Inc.'s EIN is 46-4219717.

EIN 46-4219717

Plan number 002

Plan year 2024

ACK ID 20250711081832NAL0009344448001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

White Lighthouse Investment Management Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITE LIGHTHOUSE INVESTMENT 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