Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOVELL MINNICK PARTNERS LLC
EIN 20-0493456venture capital & private equityLatest filing 2025
Plans
2
Retirement
2
$25.2M assets
Welfare
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 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LOVELL MINNICK PARTNERS 401(K) PLAN
401k
Assets$24.0M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
LOVELL MINNICK PARTNERS CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LOVELL MINNICK PARTNERS 401(K) PLAN | 401k | $24.0M | 45 | 2025 | |
| 002 | LOVELL MINNICK PARTNERS CASH BALANCE PLAN | CashBalance | $1.2M | 27 | 2025 |
Retirement plans