How big is Loisos + Ubbelohde's plan?

Loisos + Ubbelohde's plan reported $2.1M in assets and 12 participants for 2024.

Original filing (PDF)20251009035131NAL0010283952001

Loisos + Ubbelohde

Name: Loisos + Ubbelohde — Loisos + Ubbelohde 401(k) Plan, Form 5500 (2024)
Creator: Loisos + Ubbelohde
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loisos + Ubbelohde 401(k) Plan

401(k) retirement plan · Loisos + Ubbelohde's Loisos + Ubbelohde 401(k) Plan held $2.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Loisos + Ubbelohde's EIN is 33-0576678.

EIN 33-0576678

Plan number 001

Plan year 2024

ACK ID 20251009035131NAL0010283952001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Loisos + Ubbelohde's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 LOISOS + UBBELOHDE.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score