How big is Loftis & Lovato Group's plan?

Loftis & Lovato Group's plan reported $1.6M in assets and 13 participants for 2024.

Original filing (PDF)20251012130248NAL0000736962001

Loftis & Lovato Group

Name: Loftis & Lovato Group — Loftis & Lovato Group 401(k), Form 5500 (2024)
Creator: Loftis & Lovato Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loftis & Lovato Group 401(k) Plan

401(k) retirement plan · Loftis & Lovato Group's Loftis & Lovato Group 401(k) Plan held $1.6M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Nick Loftis signed Loftis & Lovato Group's 2024 Form 5500 as plan administrator.

Nick Loftis — 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

Loftis & Lovato Group's EIN is 84-3463346.

EIN 84-3463346

Plan number 001

Plan year 2024

ACK ID 20251012130248NAL0000736962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Loftis & Lovato Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Loftis & Lovato Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOFTIS & LOVATO GROUP.

Finding similar companies…

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