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Sponsor portfolio

LIGHT & WYATT, LLC

EIN 87-4413673-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
20
2625 MCCORMICK DR. #105 - CLEARWATER, FL 33759727-499-9900
Plans on this EIN
2 filings
#002CashBalance-$952K - 7 part#001ProfitSharing-$162K - 13 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • CASH BALANCE PLAN (#002)85%
  • WYATT, LLC 401(K) (#001)15%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WYATT, LLC 401(K) (#001)13
  • CASH BALANCE PLAN (#002)7
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LIGHT & WYATT, LLC CASH BALANCE PLAN

CashBalance

Assets$952K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LIGHT & WYATT, LLC 401(K) PLAN

ProfitSharing

Assets$162K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LIGHT & WYATT, LLC CASH BALANCE PLANCashBalance$952K72024
001LIGHT & WYATT, LLC 401(K) PLANProfitSharing$162K132025
Retirement plans
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