Sponsor portfolio
JAMES T LOVELL. CFP
EIN 04-2986431Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$576K assets
Welfare
0
Participants
2
1000 ELM ST FLOOR 15 - MANCHESTER, NH 03101603-206-6039
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES T LOVELL CFP 401(K) PLAN | 401k | $576K | 2 | 2025 |
Retirement plans