How big is LOFT Financial Advisory Group LLC's plan?

LOFT Financial Advisory Group LLC's plan reported $1.0M in assets and 26 participants for 2024.

Original filing (PDF)20250428220116NAL0008358323003

LOFT Financial Advisory Group LLC

Name: LOFT Financial Advisory Group LLC — LOFT Financial, Form 5500 (2024)
Creator: LOFT Financial Advisory Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LOFT Financial Advisory Group 401(k) Plan

401(k) retirement plan · LOFT Financial Advisory Group LLC's LOFT Financial Advisory Group 401(k) Plan held $1.0M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

LOFT Financial Advisory Group LLC's EIN is 27-5440997.

EIN 27-5440997

Plan number 001

Plan year 2024

ACK ID 20250428220116NAL0008358323003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LOFT Financial Advisory Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LOFT Financial Advisory Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOFT FINANCIAL ADVISORY GROUP 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