How big is Lovett Schefrin Harnett, Ltd.'s plan?

Lovett Schefrin Harnett, Ltd.'s plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250611130727NAL0046091714001

Lovett Schefrin Harnett, Ltd.

Name: Lovett Schefrin Harnett, Ltd. — Lovett Schefrin, Form 5500 (2024)
Creator: Lovett Schefrin Harnett, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lovett Schefrin Harnett 401(k) Plan

401(k) retirement plan · Lovett Schefrin Harnett, Ltd.'s Lovett Schefrin Harnett 401(k) Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Lovett Schefrin Harnett, Ltd.'s EIN is 05-0450131.

EIN 05-0450131

Plan number 001

Plan year 2024

ACK ID 20250611130727NAL0046091714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lovett Schefrin Harnett, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lovett Schefrin Harnett, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

LOVETT SCHEFRIN HARNETT, LTD.

EIN

all filings

Address

631 JEFFERSON BOULEVARD · WARWICK, RI · 02886

Phone

(401) 863-8800

Industry

Law Offices· Professional & Technical Services

Plan administrator