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Original filing (PDF)20251010104253NAL0007967841001
COBB B. LLC
Form 5500
FILING_RECEIVED
EMPLOYEE BENEFIT PLAN OF COBB B. LLC
Defined-contribution retirement plan
Active participants
265
Accounts w/ balance
309
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
1 pooled trust
Schedule D
80 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COBB B. LLC.
Plan sponsor
Name
COBB B. LLC
EIN
20-2781669
Address
420 LEXINGTON AVE RM 2620 · NEW YORK, NY · 10170
Phone
(212) 375-3000
Industry
Health Care & Social Assistancesee 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
2025-10-10
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $3K | — |
Investments
62 direct securities · 1 pooled fund· $21.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.4M
60 holdings
Pooled Separate Account
$10.3M
1 holding
Mutual Funds
$1.0M
1 holding
Guaranteed Income / GIC
$207K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $10.3M | 97.4% | |
| s * Mutual of America Equity Index Fund N/R | Mutual Funds | — | — | $1.0M | 9.7% | |
| Mutual of America Clear Passage 2050 Retirement Fund N/R | — | — | — | $998K | 9.5% | |
| Mutual of America Clear Passage 2055 Fund N/R | — | — | — | $970K | 9.2% | |
| Mutual of America Clear Passage 2045 Fund N/R | — | — | — | $698K | 6.6% | |
| T. Rowe Price Group, Inc T. Rowe Price Blue Chip Growth N/R | — | — | — | $635K | 6.0% | |
| PIMCO VIT Real Return Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $635K | 6.0% | |
| Portfolio * Mutual of America Clear Passage 2040 Fund N/R | — | — | — | $499K | 4.7% | |
| Mutual of America Clear Passage 2030 Fund N/R | — | — | — | $487K | 4.6% | |
| Mutual of America Clear Passage 2060 Fund N/R | — | — | — | $416K | 3.9% | |
| DWS Group DWS Capital Growth VIP N/R | — | — | — | $382K | 3.6% | |
| Mutual of America Clear Passage 2025 Fund N/R | — | — | — | $368K | 3.5% | |
| Mutual of America Clear Passage 2065 Fund N/R | — | — | — | $317K | 3.0% | |
| Mutual of America Mid-Cap Equity Index Fund N/R | — | — | — | $288K | 2.7% | |
| T. Rowe Price Blue Chip Growth Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $286K | 2.7% | |
| Fidelity Investments Inc Fidelity® VIP Contrafund® Portfolio N/R | — | — | — | $268K | 2.5% | |
| The Vanguard Group Vanguard VIF International Portfolio N/R | — | — | — | $264K | 2.5% | |
| Mutual of America Clear Passage 2035 Fund N/R | — | — | — | $242K | 2.3% | |
| Mutual of America Small Cap Equity Index Fund N/R | — | — | — | $236K | 2.2% | |
| * Mutual of America Interest Accumulation Account N/R | Guaranteed Income / GIC | — | — | $207K | 2.0% | |
| MoA Money Market Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $166K | 1.6% | |
| Mutual of America Money Market Fund N/R | — | — | — | $159K | 1.5% | |
| Goldman Sachs Goldman Sachs VIT US Equity Insights N/R | — | — | — | $150K | 1.4% | |
| Fund The Vanguard Group Vanguard VIF Total Bond Market Index N/R | — | — | — | $148K | 1.4% | |
| Portfolio Fidelity Investments Inc Fidelity® VIP Equity-Income Portfolio N/R | — | — | — | $143K | 1.4% | |
| Goldman Sachs Goldman Sachs VIT Small Cap Equity N/R | — | — | — | $139K | 1.3% | |
| Fidelity VIP Mid Cap Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $139K | 1.3% | |
| MoA Clear Passage 2065 Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $112K | 1.1% | |
| Mutual of America Moderate Allocation Fund N/R | — | — | — | $87K | 0.8% | |
| Mutual of America Interest Accumulation Account . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $70K | 0.7% | |
| Neuberger Berman Group Neuberger Berman AMT Sustainable N/R | — | — | — | $70K | 0.7% | |
| Invesco V.I. Main Street Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $69K | 0.7% | |
| Participant Loans * Participant Loans Interest rate: 9.50% $0 | — | — | — | $69K | 0.7% | |
| Equity Portfolio * Mutual of America Aggressive Allocation Fund N/R | — | — | — | $66K | 0.6% | |
| Vanguard VIF International Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $63K | 0.6% | |
| MoA Balanced Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $60K | 0.6% | |
| American Century Investments American Century Investments® VP N/R | — | — | — | $58K | 0.5% | |
| . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $58K | 0.5% | |
| Loan Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $53K | 0.5% | |
| Capital Appreciation Fund MFS Investments MFS® VIT III Mid Cap Value Portfolio N/R | — | — | — | $53K | 0.5% | |
| Calvert Research & Management Calvert VP SRI Balanced Portfolio N/R | — | — | — | $51K | 0.5% | |
| American Funds Insurance Series New World Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $51K | 0.5% | |
| Mutual of America Small Cap Growth Fund N/R | — | — | — | $44K | 0.4% | |
| Fidelity Investments Inc Fidelity® VIP Mid Cap Portfolio N/R | — | — | — | $40K | 0.4% | |
| Mutual of America All America Fund N/R | — | — | — | $39K | 0.4% | |
| Mutual of America International Fund N/R | — | — | — | $35K | 0.3% | |
| American Century Investments VP Capital Appreciation Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $34K | 0.3% | |
| MoA All America Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $29K | 0.3% | |
| Mutual of America Small Cap Value Fund N/R | — | — | — | $27K | 0.3% | |
| Mutual of America Mid Cap Value Fund N/R | — | — | — | $26K | 0.2% | |
| Mutual of America Core Bond Fund N/R | — | — | — | $21K | 0.2% | |
| Neuberger Berman AMT Sustainable Equity Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $19K | 0.2% | |
| Pacific Investments Management PIMCO VIT Real Return Portfolio N/R | — | — | — | $19K | 0.2% | |
| Company LLC Invesco Investments Invesco V.I. Main Street Fund® N/R | — | — | — | $12K | 0.1% | |
| Goldman Sachs VIT US Equity Insights Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $12K | 0.1% | |
| Victory Capital Victory RS Small Cap Growth Equity N/R | — | — | — | $11K | 0.1% | |
| Vanguard VIF Total Bond Market Index Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $11K | 0.1% | |
| Calvert VP SRI Balanced Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $7K | <0.1% | |
| VIP Series Delaware Funds Delaware VIP® Small Cap Value Series N/R | — | — | — | $7K | <0.1% | |
| MoA Equity Index Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $6K | <0.1% | |
| Mutual of America Clear Passage 2020 Fund N/R | — | — | — | $4K | <0.1% | |
| DWS Capital Growth VIP . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $4K | <0.1% | |
| Fidelity Investments Inc Fidelity® VIP Asset Manager Portfolio N/R | — | — | — | $4K | <0.1% |
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