Original filing (PDF)20250703142634NAL0001154688001

JOHN L. LOVERING INSURANCE AGENCY, INC. DBA ISU LOVERING INSURANCE SER

Name: JOHN L. LOVERING INSURANCE AGENCY, INC. DBA ISU LOVERING INSURANCE SER — ISU LOVERING INSURANCE SERVICES SAFE HARBOR 401(K, Form 5500 (2024)
Creator: JOHN L. LOVERING INSURANCE AGENCY, INC. DBA ISU LOVERING INSURANCE SER

Form 5500-SF

FILING_RECEIVED

ISU LOVERING INSURANCE SERVICES SAFE HARBOR 401(K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 JOHN L. LOVERING INSURANCE AGENCY, INC. DBA ISU LOVERING INSURANCE SER.

Plan sponsor

Name

JOHN L. LOVERING INSURANCE AGENCY, INC. DBA ISU LOVERING INSURANCE SER

EIN

94-1750888

Address

1121 LAUREL STREET, P. O. BOX 699 · SAN CARLOS, CA · 94070

Phone

(650) 585-7504

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

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

2025-07-03

Pension benefit codes

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

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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