Original filing (PDF)20251009091024NAL0010624096001

LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC

Name: LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC — LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC

Form 5500-SF

FILING_RECEIVED

LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$828K

Net assets (EOY)

$828K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC.

Plan sponsor

Name

LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC

EIN

81-4902006all filings

Address

45 COBURG RD APARTMENT 401 · CHARLESTON, SC · 29407

Phone

(843) 277-8266

Industry

Finance & Insurancesee all

Plan administrator