How big is Lighthouse Wealth Advisors of Charleston, LLC's plan?

Lighthouse Wealth Advisors of Charleston, LLC's plan reported $828K in assets and 3 participants for 2024.

Original filing (PDF)20251009091024NAL0010624096001

Lighthouse Wealth Advisors of Charleston, LLC

Name: Lighthouse Wealth Advisors of Charleston, LLC — Form 5500 Plan 002 (2024)
Creator: Lighthouse Wealth Advisors of Charleston, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lighthouse Wealth Advisors of Charleston, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Lighthouse Wealth Advisors of Charleston, LLC's Lighthouse Wealth Advisors of Charleston, LLC Cash Balance Pension Plan held $828K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$828K

Net assets (EOY)

$828K

People on this filing

Julie McKenna signed Lighthouse Wealth Advisors of Charleston, LLC's 2024 Form 5500 as plan administrator.

Julie McKenna — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lighthouse Wealth Advisors of Charleston, LLC's EIN is 81-4902006.

EIN 81-4902006

Plan number 002

Plan year 2024

ACK ID 20251009091024NAL0010624096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lighthouse Wealth Advisors of Charleston, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lighthouse Wealth Advisors of Charleston, LLC's plan includes a cash-balance formula.

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.

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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 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