How big is LOEB, Block & Partners, LLP's plan?

LOEB, Block & Partners, LLP's plan reported $20.9M in assets and 45 participants for 2024.

Original filing (PDF)20251001153226NAL0021211426001

LOEB, Block & Partners, LLP

Name: LOEB, Block & Partners, LLP — LB & P Retirement Plan, Form 5500 (2024)
Creator: LOEB, Block & Partners, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LB & P Retirement Plan

401(k) retirement plan · LOEB, Block & Partners, LLP's LB & P Retirement Plan held $20.9M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.9M

Net assets (EOY)

$20.9M

Plan identifiers

LOEB, Block & Partners, LLP's EIN is 13-3218161.

EIN 13-3218161

Plan number 002

Plan year 2024

ACK ID 20251001153226NAL0021211426001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LOEB, Block & Partners, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LOEB, Block & Partners, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOEB, BLOCK & PARTNERS, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score