How big is James T Lovell. CFP's plan?

James T Lovell. CFP's plan reported $576K in assets and 1 participants for 2025.

Original filing (PDF)20260521144013NAL0002639953001

James T Lovell. CFP

Name: James T Lovell. CFP — James T Lovell CFP 401(k) Plan, Form 5500 (2025)
Creator: James T Lovell. CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James T Lovell CFP 401(k) Plan

401(k) retirement plan · James T Lovell. CFP's James T Lovell CFP 401(k) Plan held $576K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$576K

Net assets (EOY)

$576K

People on this filing

James T. Lovell signed James T Lovell. CFP's 2025 Form 5500 as plan administrator.

James T. Lovell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

James T Lovell. CFP's EIN is 04-2986431.

EIN 04-2986431

Plan number 001

Plan year 2025

ACK ID 20260521144013NAL0002639953001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James T Lovell. CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James T Lovell. CFP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES T LOVELL. CFP.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JAMES T LOVELL. CFP

EIN

all filings

Address

1000 ELM ST FLOOR 15 · MANCHESTER, NH · 03101

Phone

(603) 206-6039

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator