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  2. Lighthouse Financial Planners & Advisors

Filings through Oct 24, 2026.

Lighthouse Financial Planners & Advisors

EIN 85-1320090-financial services-Latest filing 2025
Plans
1
Retirement
1
$26K assets
Health & Benefits
0
Participants
4
33 N CENTRAL AVENUE, SUITE 306 - MEDFORD, OR 97501541-494-1034lighthousefpa.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$26K - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

LIGHTHOUSE FPA 401(K) PLAN

401(k)

Assets$26K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LIGHTHOUSE FPA 401(K) PLAN401(k)$26K42025
  • LIGHTHOUSE FPA 401(K) PLAN$26K
    #001 · 401(k) · 20254
Retirement plans
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