How big is Lighthouse Financial Planners & Advisors' plan?

Lighthouse Financial Planners & Advisors' plan reported $26K in assets and 4 participants for 2025.

Original filing (PDF)20260513130426NAL0007514145001

Lighthouse Financial Planners & Advisors

Name: Lighthouse Financial Planners & Advisors — Form 5500 Plan 001 (2025)
Creator: Lighthouse Financial Planners & Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lighthouse FPA 401(k) Plan

401(k) retirement plan · Lighthouse Financial Planners & Advisors' Lighthouse FPA 401(k) Plan held $26K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

Plan identifiers

Lighthouse Financial Planners & Advisors' EIN is 85-1320090.

EIN 85-1320090

Plan number 001

Plan year 2025

ACK ID 20260513130426NAL0007514145001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lighthouse Financial Planners & Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lighthouse Financial Planners & Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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