How big is Higgins, Marcus & Lovett, Inc.'s plan?

Higgins, Marcus & Lovett, Inc.'s plan reported $8.1M in assets and 8 participants for 2023.

Original filing (PDF)20250724143548NAL0002603635001

Higgins, Marcus & Lovett, Inc.

Name: Higgins, Marcus & Lovett, Inc. — Higgins, Marcus &, Form 5500 (2023)
Creator: Higgins, Marcus & Lovett, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Higgins, Marcus & Lovett, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Higgins, Marcus & Lovett, Inc.'s Higgins, Marcus & Lovett, Inc. 401(k) Profit Sharing Plan held $8.1M in plan assets for 8 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan identifiers

Higgins, Marcus & Lovett, Inc.'s EIN is 95-3613282.

EIN 95-3613282

Plan number 002

Plan year 2023

ACK ID 20250724143548NAL0002603635001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Higgins, Marcus & Lovett, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Higgins, Marcus & Lovett, Inc.'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 HIGGINS, MARCUS & LOVETT, INC..

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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