How big is Lovell Minnick Partners LLC's plan?

Lovell Minnick Partners LLC's plan reported $24.0M in assets and 35 participants for 2025.

Original filing (PDF)20260225104944NAL0005875106001

Lovell Minnick Partners LLC

Name: Lovell Minnick Partners LLC — Lovell Minnick, Form 5500 (2025)
Creator: Lovell Minnick Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lovell Minnick Partners 401(k) Plan

401(k) retirement plan · Lovell Minnick Partners LLC's Lovell Minnick Partners 401(k) Plan held $24.0M in plan assets for 35 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.0M

Net assets (EOY)

$24.0M

People on this filing

Scott A. Shebelsky signed Lovell Minnick Partners LLC's 2025 Form 5500 as plan administrator.

Scott A. Shebelsky — 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

Lovell Minnick Partners LLC's EIN is 20-0493456.

EIN 20-0493456

Plan number 001

Plan year 2025

ACK ID 20260225104944NAL0005875106001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lovell Minnick Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lovell Minnick Partners LLC'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 LOVELL MINNICK PARTNERS LLC.

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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