Original filing (PDF)20251008141146NAL0005670721001

THE WEBB LAW FIRM

Name: THE WEBB LAW FIRM — THE WEBB LAW FIRM 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: THE WEBB LAW FIRM

Form 5500

FILING_RECEIVED

THE WEBB LAW FIRM 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

131

Accounts w/ balance

167

Plan assets (EOY)

$51.8M

Net assets (EOY)

$51.8M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WEBB LAW FIRM.

Plan sponsor

Name

THE WEBB LAW FIRM

EIN

25-1216627

Address

ONE GATEWAY CENTER · 420 FT. DUQUESNE BLVD., SUITE 1200 · PITTSBURGH, PA · 15222

Phone

(412) 471-8815

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROBERT W BAIRD & CO INC	—	MILWAUKEE, WI	INVESTMENT ADVISOR	$78K	—

Investments

27 direct securities· $51.0M(98% of reported assets)

Other securities

$50.3M

24 holdings

Cash / Money Market

$433K

1 holding

Common Stock

$128K

1 holding

Bonds / Notes

$127K

1 holding

					% of plan
American Funds Growth Fund Of America R5	Other securities	—	—	$8.1M	15.6%
American Funds 2035 Target Date Fund R5	Other securities	—	—	$6.0M	11.6%
American Funds Washington Mutual R5	Other securities	—	—	$6.0M	11.6%
American Funds 2050 Target Date Fund R5	Other securities	—	—	$4.4M	8.5%
American Funds Capital World G/I R5	Other securities	—	—	$2.9M	5.6%
American Funds Europacific Gr R5	Other securities	—	—	$2.7M	5.2%
Vanguard Small Cap Index Fund - Admiral	Other securities	—	—	$2.4M	4.7%
American Funds 2030 Target Date Fund R5	Other securities	—	—	$2.3M	4.3%
American Funds 2045 Target Date Fund R5	Other securities	—	—	$1.9M	3.7%
American Funds 2055 Target Date Fund R5	Other securities	—	—	$1.9M	3.6%
American Funds New World Fund R5	Other securities	—	—	$1.9M	3.6%
Vanguard Mid-Cap Growth Index Admiral	Other securities	—	—	$1.8M	3.5%
Dodge & Cox Income Fund - I	Other securities	—	—	$1.7M	3.2%
Vanguard Mid-Cap Value Index Admiral	Other securities	—	—	$1.7M	3.2%
American Funds 2040 Target Date Fund R5	Other securities	—	—	$1.1M	2.2%
Pimco High Yield Instl	Other securities	—	—	$985K	1.9%
American Funds American Balanced R5	Other securities	—	—	$904K	1.7%
American Funds 2060 Target Date Fund R5	Other securities	—	—	$453K	0.9%
American Funds US Govt Money Market R5	Cash / Money Market	—	—	$433K	0.8%
American Funds 2025 Target Date Fund R5	Other securities	—	—	$415K	0.8%
Vanguard Short-Term Investment-Grade Adm	Other securities	—	—	$356K	0.7%
American Funds 2020 Target Date Fund R5	Other securities	—	—	$354K	0.7%
American Funds Capital Inc Bldr R5	Common Stock	—	—	$128K	0.2%
Participant Loans Interest rates of 5.25% - 10.50%	Bonds / Notes	—	—	$127K	0.2%
American Funds 2065 Target Date Fund R5	Other securities	—	—	$82K	0.2%
Vanguard 500 Index Fund - Admiral	Other securities	—	—	$16K	<0.1%
Vanguard Total Intl Stock Index Admiral	Other securities	—	—	$7K	<0.1%