LIGHTHOUSE FINANCIAL SERVICES, INC. 401(K) PLAN

[ EIN: 33-0818241 | Plan No. 001 ]

Form 5500 records indicate that LIGHTHOUSE FINANCIAL SERVICES, INC. 401(K) PLAN is a 401(k) plan sponsored by LIGHTHOUSE FINANCIAL SERVICES, INC.. The plan is classified as a Small Plan with 7 participants and assets totaling $1,463,839 for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

---

Plan Sponsor: LIGHTHOUSE FINANCIAL SERVICES, INC.

Location: 3070 SATURN STREET, SUITE 101, BREA, CA 92821

EIN: 330818241

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 7

Total Assets: $1,463,839

---