Assets by plan
Share of aggregate retirement assets
Filings through .
Lovell Minnick Partners LLC
EIN 20-0493456venture capital & private equityLatest filing 2025
Plans
2
Retirement
2
$25.2M assets
Health & Benefits
0
Participants
72
555 EAST LANCASTER AVENUE, SUITE 510 - RADNOR, PA 19087610-263-0005lmpartners.comLinkedIn11-50 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.2M assets / 72 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LOVELL MINNICK PARTNERS 401(K) PLAN
401(k)
Assets$24.0M
Participants45
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LOVELL MINNICK PARTNERS CASH BALANCE PLAN
Cash balance
Assets$1.2M
Participants27
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LOVELL MINNICK PARTNERS 401(K) PLAN | 401(k) | $24.0M | 45 | 2025 |
| #002 | LOVELL MINNICK PARTNERS CASH BALANCE PLAN | Cash balance | $1.2M | 27 | 2025 |
- #001 · 401(k) · 202545
- #002 · Cash balance · 202527
Retirement plans