Original filing (PDF)20230707111006NAL0033226786001

AM LOVETTE LLC

Name: AM LOVETTE LLC — A.M. LOVETTE, LLC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: AM LOVETTE LLC

Form 5500-SF

FILING_RECEIVED

A.M. LOVETTE, LLC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AM LOVETTE LLC.

Plan sponsor

Name

AM LOVETTE LLC

EIN

83-3073130

Address

1317 CEDAR AVE · CINCINNATI, OH · 45224

Phone

(513) 972-9291

Industry

Transportation & Warehousingsee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-25

Filed

2023-07-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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