How big is Lighthouse Financial, LLC's plan?

Lighthouse Financial, LLC's plan reported $449K in assets and 6 participants for 2024.

Original filing (PDF)20250620144448NAL0004000833001

Lighthouse Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Lighthouse Financial 401(k) Plan

401(k) retirement plan · Lighthouse Financial, LLC's Lighthouse Financial 401(k) Plan held $449K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$449K

Net assets (EOY)

$449K

People on this filing

Shannon Ross signed Lighthouse Financial, LLC's 2024 Form 5500 as plan administrator.

Shannon Ross — 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, LLC's EIN is 90-1229869.

EIN 90-1229869

Plan number 001

Plan year 2024

ACK ID 20250620144448NAL0004000833001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lighthouse Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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