What public Form 5500 filings show about the LOEB & LOEB LLP 401(k) plan — and how to find and check your own account.
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.
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.
