Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIGHTHOUSE REAL ESTATE INVESTMENTS LLC
EIN 30-1104189real estateLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
18
160 STATE STREET, 4TH FLOOR - BOSTON, MA 02109857-250-0473lighthousere.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LIGHTHOUSE REAL ESTATE INVESTMENTS LLC 401(K) PLAN
401k
Assets$2.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LIGHTHOUSE REAL ESTATE INVESTMENTS LLC CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LIGHTHOUSE REAL ESTATE INVESTMENTS LLC 401(K) PLAN | 401k | $2.3M | 9 | 2025 | |
| 002 | LIGHTHOUSE REAL ESTATE INVESTMENTS LLC CASH BALANCE PLAN | CashBalance | $2.2M | 9 | 2025 |
Retirement plans