How big is Lovern's Inc.'s plan?

Lovern's Inc.'s plan reported $162K in assets and 23 participants for 2024.

Original filing (PDF)20250718105303NAL0001570209001

Lovern's Inc.

Name: Lovern's Inc. — Lovern's Inc. 401(k) Plan, Form 5500 (2024)
Creator: Lovern's Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lovern's Inc. 401(k) Plan

401(k) retirement plan · Lovern's Inc.'s Lovern's Inc. 401(k) Plan held $162K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

People on this filing

Marcus Bowie signed Lovern's Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Lovern's Inc.'s EIN is 84-1197842.

EIN 84-1197842

Plan number 001

Plan year 2024

ACK ID 20250718105303NAL0001570209001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lovern's Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

LOVERN'S INC.

EIN

all filings

Address

5610 INDUSTRIAL PLACE · STE. 150 · COLORADO SPRINGS, CO · 80916

Phone

(719) 520-1100

Industry

Construction

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

2025-07-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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