Original filing (PDF)20250924175552NAL0003174643001

LIGHTHOUSE PUBLIC AFFAIRS

Name: LIGHTHOUSE PUBLIC AFFAIRS — LIGHTHOUSE PUBLIC AFFAIRS CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: LIGHTHOUSE PUBLIC AFFAIRS

Form 5500-SF

FILING_RECEIVED

LIGHTHOUSE PUBLIC AFFAIRS CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 LIGHTHOUSE PUBLIC AFFAIRS.

Plan sponsor

Name

LIGHTHOUSE PUBLIC AFFAIRS

EIN

81-2426784

Address

857 MONTGOMERY STREET · SAN FRANCISCO, CA · 94133

Phone

(415) 364-0000

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-09-24

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

Related plans

Similar-size All Other Professional Services plans

TAURUS ASSET MANAGEMENT LLC

TAURUS ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.4M · 10 participants

JACK MILLIKIN, INC.

JACK MILLIKIN, INC. 401(K) PROFIT SHARING PLAN

$1.4M · 20 participants

PACIFIC CONSULTING SERVICES

PACIFIC CONSULTING SERVICES 401(K) P/S PLAN

$1.4M · 9 participants

THE LAW OFFICES OF SPENCER G. MORGAN, P.A.

SPENCER G. MORGAN, P.A. RETIREMENT PLAN

$1.4M · 11 participants

CENTER FOR TRANSFORMATION & INNOVATION, LLC