How big is Lovett Valuation LLC's plan?

Lovett Valuation LLC's plan reported $44K in assets and 4 participants for 2024.

Original filing (PDF)20250701135516NAL0030764786001

Lovett Valuation LLC

Name: Lovett Valuation LLC — Form 5500 (2024)
Creator: Lovett Valuation LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Lovett Valuation LLC held $44K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

People on this filing

Nick Rice signed Lovett Valuation LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Lovett Valuation LLC's EIN is 83-3371615.

EIN 83-3371615

Plan number 001

Plan year 2024

ACK ID 20250701135516NAL0030764786001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lovett Valuation LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lovett Valuation LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOVETT VALUATION 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LOVETT VALUATION LLC

EIN

all filings

Address

210 OGLETHORPE BLVD · SAINT AUGUSTINE, FL · 32080

Phone

(904) 626-4320

Industry

Real Estate

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

2025-07-01

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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