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Original filing (PDF)20251014193330NAL0003647793001
LBA REALTY, LLC
Form 5500
FILING_RECEIVED
LBA REALTY 401(K) PLAN
401(k) retirement plan
Active participants
252
Accounts w/ balance
324
Plan assets (EOY)
$56.6M
Net assets (EOY)
$56.6M
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 (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LBA REALTY, LLC.
Plan sponsor
Name
LBA REALTY, LLC
EIN
20-2138561
Address
3347 MICHELSON DRIVE · SUITE 200 · IRVINE, CA · 92612
Phone
(949) 833-0400
Industry
Real Estatesee all
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund - Class K | — | — | — | $7.5M | 13.3% | |
| Fidelity 500 Index Fund | — | — | — | $7.5M | 13.2% | |
| Columbia Dividend Income Fund Institutional 3 Class | — | — | — | $3.8M | 6.7% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $3.5M | 6.2% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $3.2M | 5.6% | |
| Columbia Contrarian Columbia Contrarian Core Fund Institutional 3 Class | — | — | — | $3.0M | 5.3% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $2.8M | 5.0% | |
| Fidelity International Capital Appreciation Fund | — | — | — | $2.2M | 3.8% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $2.0M | 3.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $2.0M | 3.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $1.9M | 3.4% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $1.9M | 3.4% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund - Class K6 | — | — | — | $1.8M | 3.3% | |
| Fidelity Total Bond Fund | — | — | — | $1.8M | 3.2% | |
| MFS International Diversification Fund Class R6 | — | — | — | $1.7M | 3.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.3M | 2.3% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $1.3M | 2.3% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $1.2M | 2.2% | |
| Western Asset Prudential High-Yield Fund Class Q | — | — | — | $1.1M | 2.0% | |
| Wells Fargo Wells Fargo Special Mid Cap Value Fund - Class R6 | — | — | — | $816K | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $785K | 1.4% | |
| Principal SmallCap Fund Class R-6 | — | — | — | $589K | 1.0% | |
| Fidelity Puritan Fund - Class K | — | — | — | $556K | 1.0% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund | — | — | — | $433K | 0.8% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Brokerage Link | — | — | — | $423K | 0.7% | |
| Wells Fargo Wells Fargo Special Small Cap Value Fund - Class R6 | — | — | — | $417K | 0.7% | |
| Goldman Sachs Goldman Sachs Government Income Fund Institutional class | — | — | — | $238K | 0.4% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $186K | 0.3% | |
| Participants/ loans 6.50% | — | — | — | $177K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $108K | 0.2% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $71K | 0.1% | |
| Fidelity Real Estate Investment Portfolio | — | — | — | $47K | <0.1% | |
| Fidelity Overseas Fund - Class K | — | — | — | $36K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | — | — | — | $20K | <0.1% | |
| Janus Henderson Triton Fund Class T | — | — | — | $8K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund | — | — | — | $7K | <0.1% |
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