Original filing (PDF)20250729140459NAL0004016416001

LOEB HOUSE, INC.

Name: LOEB HOUSE, INC. — 403(B) THRIFT PLAN FOR EMPLOYEES OF LOEB HOUSE, INC., Form 5500 (2024)
Creator: LOEB HOUSE, INC.

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF LOEB HOUSE, INC.

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

130

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOEB HOUSE, INC..

Plan sponsor

Name

LOEB HOUSE, INC.

EIN

22-2609761

Address

ONE BLUE HILL PLZ FL 5TH · PO BOX 1648 · PEARL RIVER, NY · 109658648

Phone

(845) 735-0515

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

2025-07-29

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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