How big is LVM Capital Management Ltd.'s plan?

LVM Capital Management Ltd.'s plan reported $13.2M in assets and 13 participants for 2024.

Original filing (PDF)20250814163436NAL0005505155001

LVM Capital Management Ltd.

Name: LVM Capital Management Ltd. — LVM Capital Management, Form 5500 (2024)
Creator: LVM Capital Management Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LVM Capital Management Ltd. Profit Sharing Plan

401(k) retirement plan · LVM Capital Management Ltd.'s LVM Capital Management Ltd. Profit Sharing Plan held $13.2M in plan assets for 13 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.2M

Net assets (EOY)

$13.2M

People on this filing

James Gasaway signed LVM Capital Management Ltd.'s 2024 Form 5500 as plan administrator.

James Gasaway — 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

LVM Capital Management Ltd.'s EIN is 38-2813532.

EIN 38-2813532

Plan number 001

Plan year 2024

ACK ID 20250814163436NAL0005505155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LVM Capital Management Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LVM Capital Management Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 LVM CAPITAL MANAGEMENT LTD.

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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

Knocking points off