What public Form 5500 filings show about the James T Lovell. CFP 401(k) plan — and how to find and check your own account.
James T Lovell. CFP (EIN 04-2986431) reports JAMES T LOVELL CFP 401(K) PLAN on its most recent Form 5500, with $576K in plan assets across 1 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full James T Lovell. CFP filing — schedules, fees, and providers.
James T Lovell. CFP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask James T Lovell. CFPHR for the recordkeeper’s name and login.
