Plan Snapshot
- Plan Sponsor: Lighthouse Wealth Partners, LLC
- Sponsor EIN: 872101952
- Sponsor Address: 13200 GLOBE DRIVE STE 114, MOUNT PLEASANT, WI, 53177
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $844,425
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $844,425 | $24,491 | $44,805 |
| 2023 | 4 | $772,451 | $16,097 | $68,680 |
| 2022 | 4 | $250,101 | $16,627 | $70,546 |