PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. STEVE F LOVICH MD LLC
Sponsor portfolio

STEVE F LOVICH MD LLC

EIN 76-0750294-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
18
280 S. PACIFIC HWY - TALENT, OR 97540541-512-4771
Plans on this EIN
2 filings
#001401k-$2.1M - 11 part#002CashBalance-$806K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • LOVICH, M.D. 401(K) (#001)73%
  • CASH BALANCE PLAN (#002)27%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LOVICH, M.D. 401(K) (#001)11
  • CASH BALANCE PLAN (#002)7
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STEVE LOVICH, M.D. 401(K) PLAN

401k

Assets$2.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STEVE LOVICH MD CASH BALANCE PLAN

CashBalance

Assets$806K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STEVE LOVICH, M.D. 401(K) PLAN401k$2.1M112024
002STEVE LOVICH MD CASH BALANCE PLANCashBalance$806K72024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica