Back to filter
Original filing (PDF)20250926140825NAL0011909587001
LOB.COM INC.
Form 5500
FILING_RECEIVED
LOB 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
130
Accounts w/ balance
334
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOB.COM INC..
Plan sponsor
Name
LOB.COM INC.
EIN
80-0927911
Address
2261 MARKET STREET · STE 5668 · SAN FRANCISCO, CA · 94114
Phone
(415) 894-9979
Industry
Professional & Technical Servicessee all
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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Professional & Technical Services plans
UDIG, LLC
UDIG EMPLOYEES RETIREMENT PLAN
$11.1M · 81 participants
CDO TECHNOLOGIES
CDO TECHNOLOGIES 401K RETIREMENT PLAN
$11.1M · 121 participants
SYNERCOMM, INC.
SYNERCOMM, INC. 401(K) PLAN
$11.1M · 49 participants
TELLENGER, INC.
TELLENGER, INC. 401(K) AND PROFIT SHARING PLAN
$11.2M · 37 participants
ZOLON TECH, INC
ZOLON TECH, INC 401 (K) PLAN
$11.0M · 215 participants
TSP LLC
TSP LLC 401(K) PLAN
$11.0M · 231 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B