Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC
EIN 81-4902006Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
8
45 COBURG RD., APT. 401 - CHARLESTON, SC 29407843-277-8266
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 8 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 WEALTH ADVISORS OF CHARLESTON 401(K) PLAN
401k
Assets$3.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.4M
Participants4
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 WEALTH ADVISORS OF CHARLESTON 401(K) PLAN | 401k | $3.0M | 4 | 2025 | |
| 002 | LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 4 | 2025 |
Retirement plans