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Original filing (PDF)20251002092029NAL0000232209001
L2 BRANDS, LLC
Form 5500
FILING_RECEIVED
L2 BRANDS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
389
Accounts w/ balance
470
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.9M
How this plan invests
This plan
16 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)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 90% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L2 BRANDS, LLC.
Plan sponsor
Name
L2 BRANDS, LLC
EIN
81-3210094
Address
300 FAME AVENUE · HANOVER, PA · 17331
Phone
(717) 630-0892
Industry
Wholesale Tradesee 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
2025-10-02
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)
Audit & trust (Schedule H)
Auditor
STAMBAUGH NESS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONEBRIDGE FINANCIAL GROUP | 46-1727685 | — | INVESTMENT ADVISORY | $0 | — |
| TRIAD HYBRID SOLUTIONS, LLC | 46-5391363 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $100K | — |
| PA RETIREMENT SOLUTIONS, INC. | 27-2487837 | HARRISBURG, PA | TPA | $4K | — |
Investments
28 direct securities · 16 pooled funds· $18.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$18.7M
28 holdings
Pooled Separate Account
$162K
2 holdings
Common Collective Trust
$87K
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Return R6 Fund Mutual Fund | — | — | — | $3.1M | 16.3% | |
| American Funds 2050 Target Date Return R6 Fund Mutual Fund | — | — | — | $2.9M | 15.4% | |
| American Funds 2060 Target Date Return R6 Fund Mutual Fund | — | — | — | $2.5M | 13.4% | |
| American Funds 2045 Target Date Return R6 Fund Mutual Fund | — | — | — | $1.7M | 8.8% | |
| Vanguard 500 Index Admiral Fd Mutual Fund | — | — | — | $1.5M | 8.0% | |
| American Funds 2055 Target Date Return R6 Fund Mutual Fund | — | — | — | $1.5M | 7.9% | |
| American Funds 2025 Target Date Return R6 Fund Mutual Fund | — | — | — | $1.5M | 7.8% | |
| American Funds 2030 Target Date Return R6 Fund Mutual Fund | — | — | — | $1.4M | 7.3% | |
| American Funds 2040 Target Date Return R6 Fund Mutual Fund | — | — | — | $856K | 4.5% | |
| American Funds 2065 Target Date Return R6 Fund Mutual Fund | — | — | — | $430K | 2.3% | |
| Participant loans Low 4.75% - High 10.00% | — | — | — | $285K | 1.5% | |
| Vanguard Total Intl Stock Idx Adm Fd Mutual Fund | — | — | — | $170K | 0.9% | |
| Vanguard Small Cap Index Adm Fd Mutual Fund | — | — | — | $165K | 0.9% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $157K | 0.8% | |
| Vanguard Mid Cap Index Adm Fd Mutual Fund | — | — | — | $132K | 0.7% | |
| Vanguard Total Bond Market Index Fd Mutual Fund | — | — | — | $93K | 0.5% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $87K | 0.5% | |
| Vanguard Emerging Market Stock Index Mutual Fund | — | — | — | $68K | 0.4% | |
| PGIM High Yield R6 Fd Mutual Fund | — | — | — | $60K | 0.3% | |
| MFS Int Diversification R6 Fd Mutual Fund | — | — | — | $53K | 0.3% | |
| Janus Henderson Enterprise Fd Mutual Fund | — | — | — | $49K | 0.3% | |
| MFS Midcap Value R6 Fd Mutual Fund | — | — | — | $44K | 0.2% | |
| American Funds 2015 Target Date Return R6 Fund Mutual Fund | — | — | — | $39K | 0.2% | |
| American Funds 2020 Target Date Return R6 Fund Mutual Fund | — | — | — | $39K | 0.2% | |
| Vanguard Balanced Index Adm Fd Mutual Fund | — | — | — | $29K | 0.2% | |
| Principal Gov Money Market R6 Fd Pooled Separate Account 253 * Principal Fixed Income Guaranteed Option General insurance contract | — | — | — | $28K | 0.1% | |
| MFS Value R6 Fd Mutual Fund | — | — | — | $17K | <0.1% | |
| Alliance Bernstein Global Bond Z Fd Mutual Fund | — | — | — | $16K | <0.1% | |
| American Funds NewWorld R6 Mutual Fund | — | — | — | $10K | <0.1% | |
| Alliance Bernstein Small Cap Grwth Port Z Fd Mutual Fund | — | — | — | $9K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
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