LOEBSACK & BROWNLEE PLLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
101
Accounts w/ balance
113
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score
75
/ 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. Based on 70% of scoring inputs for this filing.
Compliance & integrity
92
Total plan cost
n/a
Plan health
27
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOEBSACK & BROWNLEE PLLC.
Plan sponsor
Name
LOEBSACK & BROWNLEE PLLC
EIN
46-1384488
Address
1850 E 3RD ST STE 245 · CHARLOTTE, NC · 282043297
Phone
(704) 919-3824
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-09
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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