How big is Lighthouse Financial Advisors, LLC's plan?

Lighthouse Financial Advisors, LLC's plan reported $408K in assets and 2 participants for 2024.

Original filing (PDF)20250819105633NAL0003717216001

Lighthouse Financial Advisors, LLC

Name: Lighthouse Financial Advisors, LLC — Lighthouse, Form 5500 (2024)
Creator: Lighthouse Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lighthouse Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Lighthouse Financial Advisors, LLC's Lighthouse Financial Advisors, LLC 401(k) Plan held $408K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

People on this filing

Jason Johnson signed Lighthouse Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Jason Johnson — 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 Financial Advisors, LLC's EIN is 82-5264209.

EIN 82-5264209

Plan number 001

Plan year 2024

ACK ID 20250819105633NAL0003717216001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lighthouse Financial Advisors, LLC'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 LIGHTHOUSE FINANCIAL ADVISORS, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

LIGHTHOUSE FINANCIAL ADVISORS, LLC

EIN

all filings

Address

2487 DEMERE ROAD, STE 200 · ST. SIMONS ISLAND, GA · 31522

Phone

(912) 634-0055

Industry

Finance & Insurance

Plan administrator