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Original filing (PDF)20251008094816NAL0005651553001
LOBAR ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
LOBAR ASSOCIATES, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
181
Accounts w/ balance
142
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
1 pooled trust
Schedule D
22 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 (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOBAR ASSOCIATES, INC..
Plan sponsor
Name
LOBAR ASSOCIATES, INC.
EIN
23-2450611
Address
4 BARLO CIRCLE · DILLSBURG, PA · 17019
Phone
(717) 432-3429
Industry
Constructionsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
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
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MARTIN M. SACKS & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $817 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $18K | — |
Investments
22 direct securities · 1 pooled fund· $12.1M(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
$11.7M
22 holdings
Common Collective Trust
$424K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Fund Mutual Fund | — | — | — | $2.0M | 17.1% | |
| American Funds 2030 Target Date Fund Mutual Fund | — | — | — | $1.8M | 15.2% | |
| American Funds 2040 Target Date Fund Mutual Fund | — | — | — | $1.2M | 9.8% | |
| American Funds 2055 Target Date Fund Mutual Fund | — | — | — | $752K | 6.4% | |
| American Funds 2050 Target Date Fund Mutual Fund | — | — | — | $741K | 6.3% | |
| American Funds AMCAP Mutual Fund | — | — | — | $578K | 4.9% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $573K | 4.9% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $513K | 4.4% | |
| American Funds Investment Company of America Mutual Fund | — | — | — | $507K | 4.3% | |
| American Funds 2035 Target Date Fund Mutual Fund | — | — | — | $478K | 4.1% | |
| Federated Capital Preservation Fund Common Collective Trust | — | — | — | $424K | 3.6% | |
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $424K | 3.6% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $418K | 3.5% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $352K | 3.0% | |
| American Funds 2060 Target Date Fund Mutual Fund | — | — | — | $323K | 2.7% | |
| American Funds 2045 Target Date Fund Mutual Fund | — | — | — | $319K | 2.7% | |
| American Funds 2065 Target Date Fund Mutual Fund | — | — | — | $223K | 1.9% | |
| American Funds 2020 Target Date Fund Mutual Fund | — | — | — | $127K | 1.1% | |
| American Funds Washington Mutual Investors Mutual Fund | — | — | — | $126K | 1.1% | |
| Principal Global Real Estate Securities Fund Mutual Fund | — | — | — | $120K | 1.0% | |
| American Funds 2010 Target Date Fund Mutual Fund | — | — | — | $59K | 0.5% | |
| American Funds New World Mutual Fund | — | — | — | $42K | 0.4% | |
| American Funds Inflation Linked Bond Mutual Fund | — | — | — | $39K | 0.3% |