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LOVELAND & SMART INSURANCE SERVICES, INC.

EIN 94-3291810-insurance-Latest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
3
8300 FAIR OAKS BLVD., SUITE 306 - CARMICHAEL, CA 95608916-362-5500lovelandsmart.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401k-$1.9M - 3 part

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Retirement#001

LOVELAND & SMART INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.9M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LOVELAND & SMART INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN401k$1.9M32025
Retirement plans
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