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OPTIMAL INTEGRATED SERVICES R L LOVELACE & ASSOCIATES — R L LOVELACE & ASSOCIATES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251007144731NAL0004923153001
OPTIMAL INTEGRATED SERVICES R L LOVELACE & ASSOCIATES
Form 5500-SF
FILING_RECEIVED
R L LOVELACE & ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
13
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OPTIMAL INTEGRATED SERVICES R L LOVELACE & ASSOCIATES
.
Find decision makers
Plan sponsor
Name
OPTIMAL INTEGRATED SERVICES R L LOVELACE & ASSOCIATES
EIN
81-4439852
Address
2203 GRAVES MILL ROAD · SUITE D · FOREST, VA · 24551
Phone
(434) 528-1520
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
59% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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