How big is LVO Advisory, Inc.'s plan?

LVO Advisory, Inc.'s plan reported $8K in assets and 2 participants for 2023.

Original filing (PDF)20250429094401NAL0000687458001

LVO Advisory, Inc.

Name: LVO Advisory, Inc. — LVO Advisory, Inc. GCF Benefit, Form 5500 (2023)
Creator: LVO Advisory, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LVO Advisory, Inc. GCF Benefit Plan

Health & welfare plan · LVO Advisory, Inc.'s LVO Advisory, Inc. GCF Benefit Plan held $8K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8K

Net assets (EOY)

$3K

People on this filing

Morgan Law signed LVO Advisory, Inc.'s 2023 Form 5500 as plan administrator.

Morgan Law — 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

LVO Advisory, Inc.'s EIN is 58-1965074.

EIN 58-1965074

Plan number 501

Plan year 2023

ACK ID 20250429094401NAL0000687458001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for LVO Advisory, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

LVO Advisory, Inc.'s plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LVO ADVISORY, INC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score