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Original filing (PDF)20251015101051NAL0008676578001
THE LOEB ELECTRIC COMPANY
Form 5500
FILING_RECEIVED
LOEB ELECTRIC COMPANY 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
54% in single holdingNo recordkeeper disclosed
Active participants
339
Accounts w/ balance
192
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.8M
How this plan invests
This plan
5 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Other" is 54% of plan.
- No recordkeeper disclosed on Schedule C.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LOEB ELECTRIC COMPANY.
Plan sponsor
Name
THE LOEB ELECTRIC COMPANY
EIN
31-4236750
Address
1800 E. FIFTH AVE. · COLUMBUS, OH · 43219
Phone
(614) 421-3328
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
NERONE CLLB AND ASSOCIATES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | 04-1590850 | — | ADVISOR | $39K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $9K | — |
Investments
3 direct securities · 5 pooled funds· $3.6M(16% 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.
Common Collective Trust
$2.3M
5 holdings
OTHER
$1.2M
1 holding
Uncategorized
$113K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.8% | |
| Other | OTHER | — | $1.2M | $1.2M | 5.3% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $759K | 3.3% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $175K | 0.8% | |
| Interest-bearing cash (include money market accounts & certificates of deposit) | — | — | $57K | $57K | 0.2% | |
| Value of funds held in insurance company general account (unallocated contracts) | — | — | $56K | $56K | 0.2% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |