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Original filing (PDF)20251007144151NAL0011768866001
LB&B ASSOCIATES INC.
Form 5500
FILING_RECEIVED
LB&B ASSOCIATES INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
396
Accounts w/ balance
276
Plan assets (EOY)
$25.4M
Net assets (EOY)
$25.4M
How this plan invests
This plan
30 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LB&B ASSOCIATES INC..
Plan sponsor
Name
LB&B ASSOCIATES INC.
EIN
56-1768228
Address
9891 BROKEN LAND PARKWAY, SUITE 400 · COLUMBIA, MD · 21046
Phone
(301) 596-2440
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 43-0345811 | — | NONE | $49K | — |
| NWPS | 91-2090931 | — | NONE | $6K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | NONE | $4K | — |
Investments
3 direct securities · 30 pooled funds· $26.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$25.2M
30 holdings
Uncategorized
$1.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4.8M | 18.9% | |
| T. ROWE PRICE RETIREMENT 2040 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.6M | 10.2% | |
| T. ROWE PRICE RETIREMENT 2025 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.2M | 8.8% | |
| T. ROWE PRICE RETIREMENT 2035 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 7.9% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 7.5% | |
| T. ROWE PRICE RETIREMENT 2045 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 5.8% | |
| T. ROWE PRICE RETIREMENT 2050 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 5.2% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $980K | 3.9% | |
| John Hancock Life Insurance Company Vanguard Mid Cap Growth ETF Fund | — | — | — | $863K | 3.4% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $836K | 3.3% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $807K | 3.2% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $711K | 2.8% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $681K | 2.7% | |
| T. ROWE PRICE RETIREMENT 2020 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $630K | 2.5% | |
| JPMORGAN US EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $514K | 2.0% | |
| T. ROWE PRICE RETIREMENT 2055 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $433K | 1.7% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $417K | 1.6% | |
| John Hancock Life Insurance Company Vanguard Total World Stock Fund | — | — | — | $382K | 1.5% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $382K | 1.5% | |
| T. ROWE PRICE RETIREMENT 2060 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $362K | 1.4% | |
| T. ROWE PRICE RETIREMENT 2015 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $331K | 1.3% | |
| JOHN HANCOCK STABLE VALUE JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $290K | 1.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $212K | 0.8% | |
| John Hancock Life Insurance Company EuroPacific Growth Fund | — | — | — | $208K | 0.8% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $208K | 0.8% | |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $181K | 0.7% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $168K | 0.7% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $167K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2010 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $163K | 0.6% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $101K | 0.4% | |
| NORTHERN EM EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $84K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $76K | 0.3% | |
| AF CAPITAL WORLD BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $60K | 0.2% |