How big is LB Equity's plan?

LB Equity's plan reported $192K in assets and 4 participants for 2024.

Original filing (PDF)20251006092950NAL0003208465001

LB Equity

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

Form 5500-SF

FILING_RECEIVED

LB Equity 401(k) Plan

401(k) retirement plan · LB Equity's LB Equity 401(k) Plan held $192K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

Plan identifiers

LB Equity's EIN is 46-1966003.

EIN 46-1966003

Plan number 001

Plan year 2024

ACK ID 20251006092950NAL0003208465001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LB Equity's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Plan sponsor

Name

LB EQUITY

EIN

all filings

Address

7 PORTWALK PLACE · UNIT 1306 · PORTSMOUTH, NH · 03801

Phone

(917) 538-1601

Industry

Finance & Insurance

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

2025-10-06

Pension benefit codes

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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