How big is LBA Realty, LLC's plan?

LBA Realty, LLC's plan reported $56.6M in assets and 252 participants for 2024.

Original filing (PDF)20251014193330NAL0003647793001

LBA Realty, LLC

Name: LBA Realty, LLC — LBA Realty 401(k) Plan, Form 5500 (2024)
Creator: LBA Realty, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

LBA Realty 401(k) Plan

401(k) retirement plan · LBA Realty, LLC's LBA Realty 401(k) Plan held $56.6M in plan assets for 252 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

252

Accounts w/ balance

324

Plan assets (EOY)

$56.6M

Net assets (EOY)

$56.6M

People on this filing

Kristine Hilliard signed LBA Realty, LLC's 2024 Form 5500 as plan administrator.

Kristine Hilliard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LBA Realty, LLC's EIN is 20-2138561.

EIN 20-2138561

Plan number 001

Plan year 2024

ACK ID 20251014193330NAL0003647793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LBA Realty, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LBA Realty, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LBA REALTY, LLC.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (98th percentile).

Plan sponsor

Name

LBA REALTY, LLC

EIN

all filings

Address

3347 MICHELSON DRIVE · SUITE 200 · IRVINE, CA · 92612

Phone

(949) 833-0400

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$5K	—

Investments

36 direct securities· $56.6M(100% of reported assets)

Other securities

$29.3M

20 holdings

Mutual Funds

$15.7M

9 holdings

Common Collective Trusts

$11.0M

5 holdings

Self-Directed Brokerage

$423K

1 holding

Bonds / Notes

$177K

1 holding

					% of plan
Fidelity Blue Chip Growth Fund - Class K	Mutual Funds	—	—	$7.5M	13.3%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$7.5M	13.2%
Columbia Dividend Income Fund Institutional 3 Class	Other securities	—	—	$3.8M	6.7%
T. Rowe Price T. Rowe Price Retirement 2045 Fund	Other securities	—	—	$3.5M	6.2%
T. Rowe Price T. Rowe Price Retirement 2050 Fund	Other securities	—	—	$3.2M	5.6%
Columbia Contrarian Columbia Contrarian Core Fund Institutional 3 Class	Other securities	—	—	$3.0M	5.3%
T. Rowe Price T. Rowe Price Retirement 2055 Fund	Other securities	—	—	$2.8M	5.0%
Fidelity International Capital Appreciation Fund	Mutual Funds	—	—	$2.2M	3.8%
T. Rowe Price T. Rowe Price Retirement 2030 Fund	Other securities	—	—	$2.0M	3.6%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$2.0M	3.5%
T. Rowe Price T. Rowe Price Retirement 2040 Fund	Other securities	—	—	$1.9M	3.4%
Carillon Eagle Carillon Eagle Mid Cap Growth Fund Class R6	Other securities	—	—	$1.9M	3.4%
Fidelity Management Trust Company Fidelity Government Money Market Fund - Class K6	Mutual Funds	—	—	$1.8M	3.3%
Fidelity Total Bond Fund	Mutual Funds	—	—	$1.8M	3.2%
MFS International Diversification Fund Class R6	Mutual Funds	—	—	$1.7M	3.0%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$1.3M	2.3%
T. Rowe Price T. Rowe Price Retirement 2060 Fund	Other securities	—	—	$1.3M	2.3%
T. Rowe Price T. Rowe Price Retirement 2035 Fund	Other securities	—	—	$1.2M	2.2%
Western Asset Prudential High-Yield Fund Class Q	Other securities	—	—	$1.1M	2.0%
Wells Fargo Wells Fargo Special Mid Cap Value Fund - Class R6	Other securities	—	—	$816K	1.4%
T. Rowe Price T. Rowe Price Retirement 2025 Fund	Other securities	—	—	$785K	1.4%
Principal SmallCap Fund Class R-6	Other securities	—	—	$589K	1.0%
Fidelity Puritan Fund - Class K	Mutual Funds	—	—	$556K	1.0%
Cohen & Steers Cohen & Steers Realty Shares Fund	Other securities	—	—	$433K	0.8%
Self-Directed Brokerage Accounts * Fidelity Investments Brokerage Link	Self-Directed Brokerage	—	—	$423K	0.7%
Wells Fargo Wells Fargo Special Small Cap Value Fund - Class R6	Other securities	—	—	$417K	0.7%
Goldman Sachs Goldman Sachs Government Income Fund Institutional class	Other securities	—	—	$238K	0.4%
Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$186K	0.3%
Participants/ loans 6.50%	Bonds / Notes	—	—	$177K	0.3%
T. Rowe Price T. Rowe Price Retirement 2020 Fund	Other securities	—	—	$108K	0.2%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$71K	0.1%
Fidelity Real Estate Investment Portfolio	Mutual Funds	—	—	$47K	<0.1%
Fidelity Overseas Fund - Class K	Mutual Funds	—	—	$36K	<0.1%
T. Rowe Price T. Rowe Price Retirement 2015 Fund	Other securities	—	—	$20K	<0.1%
Janus Henderson Triton Fund Class T	Mutual Funds	—	—	$8K	<0.1%
T. Rowe Price T. Rowe Price Retirement 2005 Fund	Other securities	—	—	$7K	<0.1%