Loftis & Lovato Group

Employee Benefit Plan Auditor

Albuquerque, NM

About Loftis & Lovato Group

<p>From its office near the Sandia foothills in Albuquerque, Loftis &amp; Lovato Group works with organizations across the Albuquerque metro and greater New Mexico on audit, review, tax, and assurance needs.</p> <p>The firm is led by professionals including Nick M. Loftis, and its principals include Frank and Alex, who bring decades of public accounting experience. Clients include business owners, executives, and independent professionals who want a local accounting team that can handle both day-to-day accounting questions and formal attest work.</p> <p>Loftis &amp; Lovato Group takes on audits and reviews for a wide mix of entities, including not-for-profit organizations and churches, employee benefit plans, tribal governments and enterprises, state and local governments, and charter schools. That range is a practical differentiator for plan sponsors that also operate in the public, nonprofit, or tribal space and prefer one firm across multiple audits.</p> <ul> <li><a href="/auditors/401k">Employee benefit plan audits</a> and related assurance work</li> <li>Audit and review services for nonprofits, churches, and charter schools</li> <li>Government and tribal enterprise audit support</li> <li>Tax and accounting services for business owners and independent professionals</li> </ul> <p>Loftis &amp; Lovato Group can be reached at (505) 293-5009. The office is located at 5501 Eagle Rock Ave. NE, Suite C-5, Albuquerque, NM 87113.</p>

Website: https://loftiscpas.com/

Office Locations

  • Albuquerque, NM (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 30
  • Total AUM Audited: $516.4M
  • 401(k): 30 plans, $516.4M AUM

Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C., NM $53M 240
PUEBLO OF SANDIA COMMERCIAL ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST PUEBLO OF SANDIA, NM $52M 1,239
NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C. DEFINED BENEFIT PLAN NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C., NM $32M 214
PUEBLO OF SANTA ANA COMMERCIAL ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST PUEBLO OF SANTA ANA, NM $27M 1,552
JACK B. HENDERSON CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN JACK B. HENDERSON CONSTRUCTION COMPANY, INC., NM $26M 138
401(k) Retirement Plan Healthcare Sponsor, NM $26M 810
401(k) Retirement Plan Manufacturing Sponsor, NM $20M 120
401(k) Retirement Plan Professional Services Sponsor, NM $20M 102
401(k) Retirement Plan Technology Sponsor, NM $17M 216

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