How big is LJB Inc.'s plan?

LJB Inc.'s plan reported $47.9M in assets and 295 participants for 2024.

Original filing (PDF)20251016150246NAL0003442819001

LJB Inc.

Name: LJB Inc. — LJB Inc. Employee Retirement Plan, Form 5500 (2024)
Creator: LJB Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

LJB Inc. Employee Retirement Plan

401(k) retirement plan · LJB Inc.'s LJB Inc. Employee Retirement Plan held $47.9M in plan assets for 295 participants in 2024, with Principal as recordkeeper.

Signals · 3

Corrective distributions issuedHigh average account balanceSelf-directed brokerage offered

Active participants

295

Accounts w/ balance

256

Plan assets (EOY)

$47.9M

Net assets (EOY)

$47.9M

People on this filing

Laurie IULG signed LJB Inc.'s 2024 Form 5500 as plan administrator.

Laurie IULG — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LJB Inc.'s EIN is 31-1120919.

EIN 31-1120919

Plan number 002

Plan year 2024

ACK ID 20251016150246NAL0003442819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LJB Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LJB Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LJB INC..

Finding similar companies…

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

Top-tier plan health

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

High average account balance (95th percentile).

Plan sponsor

Name

LJB INC.

EIN

all filings

Address

2500 NEWMARK DRIVE · MIAMISBURG, OH · 453425407

Phone

(937) 259-5005

Industry

Engineering Services· Professional & Technical Services

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

2025-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$43K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRIVATE ADVISOR GROUP LLC	27-3463733	—	INV ADV, PARTICIPANTS	$8K	—

Investments

27 direct securities· $47.9M(100% of reported assets)

Other securities

$24.6M

16 holdings

Common Collective Trusts

$10.6M

4 holdings

Mutual Funds

$8.8M

4 holdings

Common Stocks

$3.4M

1 holding

Bonds / Notes

$261K

1 holding

Self-Directed Brokerage

$168K

1 holding

					% of plan
Principal Fixed Income Guaranteed Option	Other securities	—	—	$6.8M	14.1%
Fidelity 500 Index Fund	Common Collective Trusts	—	$32K	$6.5M	13.5%
Hartford Dividend & Growth Fund	Other securities	—	$113K	$3.9M	8.1%
AllianceBernstein AB Large Cap Growth Fund Inc	Common Stocks	—	$31K	$3.4M	7.1%
Registered Investment Companies American Funds The Bond Fund of America	Mutual Funds	—	$237K	$2.6M	5.5%
State Street State Street Target Retirement 2040 Fund	Other securities	—	$178K	$2.5M	5.3%
Fidelity Total Bond Fund	Mutual Funds	—	$265K	$2.5M	5.2%
Hartford Strategic Income Fund	Other securities	—	$263K	$2.0M	4.3%
Schwab Fundamental Schwab Fundamental International Lg Co Indec Fund	Mutual Funds	—	$181K	$1.9M	3.9%
Fidelity International Capital Appreciation K6 fund	Mutual Funds	—	$113K	$1.8M	3.8%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	$47K	$1.6M	3.3%
Fidelity Global ex US Index Fund	Common Collective Trusts	—	$107K	$1.5M	3.2%
State Street State Street Target Retirement 2025 Fund	Other securities	—	$102K	$1.2M	2.5%
American Century American Century Small Cap Value Fund	Other securities	—	$113K	$1.2M	2.5%
BlackRock Mid-Cap Value Fund	Other securities	—	$46K	$1.0M	2.2%
State Street State Street Target Retirement 2035 Fund	Other securities	—	$73K	$1.0M	2.1%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	$36K	$1.0M	2.1%
State Street State Street Target Retirement 2050 Fund	Other securities	—	$62K	$931K	1.9%
State Street State Street Target Retirement 2055 Fund	Other securities	—	$58K	$891K	1.9%
Delaware Ivy Mid Cap Growth Fund	Other securities	—	$24K	$715K	1.5%
State Street State Street Target Retirement 2045 Fund	Other securities	—	$47K	$695K	1.4%
State Street State Street Target Retirement 2030 Fund	Other securities	—	$53K	$691K	1.4%
American Century American Century Small Cap Growth Fund	Other securities	—	$25K	$579K	1.2%
State Street State Street Target Retirement 2060 Fund	Other securities	—	$20K	$297K	0.6%
Notes receivable from participants Maturity dates from 2025 to 2029 Interest rates from 6.00% to 10.50%	Bonds / Notes	—	—	$261K	0.5%
Self-directed Brokerage Accounts Individual brokerage accounts at Charles Schwab & Co., Inc.	Self-Directed Brokerage	—	—	$168K	0.4%
State Street State Street Target Retirement 2065 Fund	Other securities	—	$8K	$121K	0.3%