LOEB & LOEB LLP 401(k) Plan
What public Form 5500 filings show about the LOEB & LOEB LLP 401(k) plan — and how to find and check your own account.
The LOEB & LOEB LLP 401(k) on its latest Form 5500
LOEB & LOEB LLP (EIN 95-1780806) reports LOEB & LOEB LLP PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $438.1M in plan assets across 718 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full LOEB & LOEB LLP filing — schedules, fees, and providers.
Who runs the LOEB & LOEB LLP 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LOEB & LOEB LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, MORGAN STANLEY, SCHWAB RETIREMENT PLAN SERVICES, HIGHTOWER ADVISORS, RAYMOND JAMES, CITY NATIONAL BANK.
How to check your LOEB & LOEB LLP 401(k)
- Log in to OneAmerica’s participant portal (the site on your statements).
- Ask LOEB & LOEB LLP HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).