Original filing (PDF)20250423233534NAL0003773523001

LIGHTHORSE ASSET MANAGEMENT, LLC

Name: LIGHTHORSE ASSET MANAGEMENT, LLC — LIGHTHORSE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LIGHTHORSE ASSET MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

LIGHTHORSE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIGHTHORSE ASSET MANAGEMENT, LLC.

Plan sponsor

Name

LIGHTHORSE ASSET MANAGEMENT, LLC

EIN

68-0644005

Address

3189 DOHENY WAY · DANA POINT, CA · 926295941

Phone

(714) 258-8618

Industry

Management of Companies / Holdingssee 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

2025-04-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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