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Original filing (PDF)20251007144348NAL0008135904001
LB&B ASSOCIATES INC.
Form 5500
FILING_RECEIVED
LB&B ASSOCIATES INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
386
Accounts w/ balance
324
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
How this plan invests
This plan
30 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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
004
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 | $61K | — |
| NWPS | 91-2090931 | — | NONE | $6K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | NONE | $4K | — |
Investments
30 direct securities · 30 pooled funds· $51.6M(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
$25.8M
30 holdings
Uncategorized
$25.8M
30 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock Life Insurance Company | — | — | — | $5.5M | 21.2% | |
| T. ROWE PRICE RETIREMENT 2030 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.5M | 21.2% | |
| John Hancock Life Insurance Company | — | — | — | $3.8M | 14.6% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.8M | 14.6% | |
| John Hancock Life Insurance Company | — | — | — | $3.2M | 12.2% | |
| T. ROWE PRICE RETIREMENT 2035 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.2M | 12.2% | |
| John Hancock Life Insurance Company | — | — | — | $2.9M | 11.3% | |
| T. ROWE PRICE RETIREMENT 2040 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.9M | 11.3% | |
| John Hancock Life Insurance Company | — | — | — | $2.2M | 8.5% | |
| T. ROWE PRICE RETIREMENT 2025 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.2M | 8.5% | |
| John Hancock Life Insurance Company | — | — | — | $1.1M | 4.1% | |
| T. ROWE PRICE RETIREMENT 2050 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 4.1% | |
| John Hancock Life Insurance Company | — | — | — | $1.1M | 4.1% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 4.1% | |
| John Hancock Life Insurance Company | — | — | — | $832K | 3.2% | |
| T. ROWE PRICE RETIREMENT 2045 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $832K | 3.2% | |
| John Hancock Life Insurance Company | — | — | — | $536K | 2.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $536K | 2.1% | |
| John Hancock Life Insurance Company | — | — | — | $525K | 2.0% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $525K | 2.0% | |
| John Hancock Life Insurance Company | — | — | — | $418K | 1.6% | |
| T. ROWE PRICE RETIREMENT 2065 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $418K | 1.6% | |
| John Hancock Life Insurance Company | — | — | — | $352K | 1.3% | |
| JPMORGAN US EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $352K | 1.3% | |
| John Hancock Life Insurance Company | — | — | — | $323K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2060 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $323K | 1.2% | |
| John Hancock Life Insurance Company | — | — | — | $321K | 1.2% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $321K | 1.2% | |
| John Hancock Life Insurance Company | — | — | — | $319K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2010 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $319K | 1.2% | |
| John Hancock Life Insurance Company | — | — | — | $309K | 1.2% | |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $309K | 1.2% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $280K | 1.1% | |
| Participant Loans*** | — | — | — | $279K | 1.1% | |
| John Hancock Life Insurance Company | — | — | — | $255K | 1.0% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $255K | 1.0% | |
| John Hancock Life Insurance Company | — | — | — | $252K | 1.0% | |
| T. ROWE PRICE RETIREMENT 2055 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $252K | 1.0% | |
| John Hancock Life Insurance Company | — | — | — | $241K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2020 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $241K | 0.9% | |
| John Hancock Life Insurance Company | — | — | — | $239K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2015 JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $239K | 0.9% | |
| John Hancock Life Insurance Company | — | — | — | $194K | 0.7% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $194K | 0.7% | |
| John Hancock Life Insurance Company | — | — | — | $184K | 0.7% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $184K | 0.7% | |
| John Hancock Life Insurance Company | — | — | — | $122K | 0.5% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $122K | 0.5% | |
| John Hancock Life Insurance Company | — | — | — | $111K | 0.4% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $111K | 0.4% | |
| John Hancock Life Insurance Company | — | — | — | $48K | 0.2% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $48K | 0.2% | |
| John Hancock Life Insurance Company | — | — | — | $41K | 0.2% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.2% | |
| John Hancock Life Insurance Company | — | — | — | $10K | <0.1% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| John Hancock Life Insurance Company | — | — | — | $9K | <0.1% | |
| AF CAPITAL WORLD BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| John Hancock Life Insurance Company | — | — | — | $8K | <0.1% | |
| NORTHERN EM EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% |