How big is Lighthouse Financial Wellness' plan?

Lighthouse Financial Wellness' plan reported $18K in assets and 4 participants for 2024.

Original filing (PDF)20251009132712NAL0006646097001

Lighthouse Financial Wellness

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

Form 5500-SF

FILING_RECEIVED

SAVE First Financial 401(k) Plan

401(k) retirement plan · Lighthouse Financial Wellness' SAVE First Financial 401(k) Plan held $18K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$16K

People on this filing

Catherine Wehage signed Lighthouse Financial Wellness' 2024 Form 5500 as plan administrator.

Catherine Wehage — 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 Wellness' EIN is 93-1531729.

EIN 93-1531729

Plan number 001

Plan year 2024

ACK ID 20251009132712NAL0006646097001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

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Plan health score

Above-average plan

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