How big is Lovett, Inc.'s plan?

Lovett, Inc.'s plan reported $4.4M in assets and 150 participants for 2024.

Original filing (PDF)20251113181047NAL0003527666001

Lovett, Inc.

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

Form 5500-SF

FILING_RECEIVED

Lovett, Inc. 401(k) Plan and Trust

401(k) retirement plan · Lovett, Inc.'s Lovett, Inc. 401(k) Plan and Trust held $4.4M in plan assets for 150 participants in 2024.

Signals · 1

No auditor on file

Active participants

150

Accounts w/ balance

169

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Carla Marcoff signed Lovett, Inc.'s 2024 Form 5500 as plan administrator.

Carla Marcoff — 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, Inc.'s EIN is 93-1309522.

EIN 93-1309522

Plan number 001

Plan year 2024

ACK ID 20251113181047NAL0003527666001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lovett, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off