Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIGHTHORSE ASSET MANAGEMENT, LLC
EIN 68-0644005Management of Companies and EnterprisesLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
4
3189 DOHENY WAY - DANA POINT, CA 926295941714-258-8618
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 4 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
LIGHTHORSE ASSET MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN
Retirement plan
Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LIGHTHORSE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN
401k
Assets$152K
Participants2
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 | LIGHTHORSE ASSET MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN | - | $1.1M | 2 | 2024 | |
| 002 | LIGHTHORSE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN | 401k | $152K | 2 | 2024 |
Retirement plans