How big is Lighthouse Guides, LLC's plan?

Lighthouse Guides, LLC's plan reported $628K in assets and 4 participants for 2024.

Original filing (PDF)20250618091230NAL0005472850001

Lighthouse Guides, LLC

Name: Lighthouse Guides, LLC — Lighthouse Guides 401(k), Form 5500 (2024)
Creator: Lighthouse Guides, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lighthouse Guides 401(k) P/S Plan

401(k) retirement plan · Lighthouse Guides, LLC's Lighthouse Guides 401(k) P/S Plan held $628K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$628K

Net assets (EOY)

$628K

People on this filing

William Bailey signed Lighthouse Guides, LLC's 2024 Form 5500 as plan administrator.

William Bailey — 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 Guides, LLC's EIN is 87-3110806.

EIN 87-3110806

Plan number 001

Plan year 2024

ACK ID 20250618091230NAL0005472850001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lighthouse Guides, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 GUIDES, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LIGHTHOUSE GUIDES, LLC

EIN

all filings

Address

6235 CARNEGIE BLVD · CHARLOTTE, NC · 28211

Phone

(704) 442-4410

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator