How big is L2 Brands, LLC's plan?

L2 Brands, LLC's plan reported $18.9M in assets and 389 participants for 2024.

Original filing (PDF)20251002092029NAL0000232209001

L2 Brands, LLC

Name: L2 Brands, LLC — L2 Brands 401(k) Plan, Form 5500 (2024)
Creator: L2 Brands, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

L2 Brands 401(k) Plan

401(k) retirement plan · L2 Brands, LLC's L2 Brands 401(k) Plan held $18.9M in plan assets for 389 participants in 2024, with Principal as recordkeeper.

Signals · 1

Late participant contributions

Active participants

389

Accounts w/ balance

470

Plan assets (EOY)

$18.9M

Net assets (EOY)

$18.9M

People on this filing

Neil Craven signed L2 Brands, LLC's 2024 Form 5500 as plan administrator.

Neil Craven — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

L2 Brands, LLC's EIN is 81-3210094.

EIN 81-3210094

Plan number 001

Plan year 2024

ACK ID 20251002092029NAL0000232209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for L2 Brands, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

L2 Brands, LLC'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 L2 BRANDS, LLC.

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How this plan invests

This plan

16 pooled trusts

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 35K (1% of contributions).
Total administrative cost in the bottom quartile of peers (17th percentile).

Plan sponsor

Name

L2 BRANDS, LLC

EIN

all filings

Address

300 FAME AVENUE · HANOVER, PA · 17331

Phone

(717) 630-0892

Industry

Wholesale Trade

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$100K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STONEBRIDGE FINANCIAL GROUP	46-1727685	—	INVESTMENT ADVISORY	$0	—

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.

Mutual Funds

$16.6M

21 holdings

Common Collective Trusts

$1.7M

2 holdings

Bonds / Notes

$285K

1 holding

Pooled Separate Account

$162K

2 holdings

Common Collective Trust

$87K

14 holdings

Other securities

$86K

3 holdings

Pooled Separate Accounts

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Funds (Capital Group)$16.0M Vanguard$2.2M Principal$190K Prudential / PGIM$60K Janus Henderson$49K MFS$17K

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
PA RETIREMENT SOLUTIONS, INC.	27-2487837	HARRISBURG, PA	TPA	$4K	—

					% of plan
American Funds 2035 Target Date Return R6 Fund Mutual Fund	Mutual Funds	—	—	$3.1M	16.3%
American Funds 2050 Target Date Return R6 Fund Mutual Fund	Mutual Funds	—	—	$2.9M	15.4%
American Funds 2060 Target Date Return R6 Fund Mutual Fund	Mutual Funds	—	—	$2.5M	13.4%
American Funds 2045 Target Date Return R6 Fund Mutual Fund	Mutual Funds	—	—	$1.7M	8.8%
Vanguard 500 Index Admiral Fd Mutual Fund	Common Collective Trusts	—	—	$1.5M	8.0%
American Funds 2055 Target Date Return R6 Fund Mutual Fund	Mutual Funds	—	—	$1.5M	7.9%
American Funds 2025 Target Date Return R6 Fund Mutual Fund	Mutual Funds	—	—	$1.5M	7.8%
American Funds 2030 Target Date Return R6 Fund Mutual Fund	Mutual Funds	—	—	$1.4M	7.3%
American Funds 2040 Target Date Return R6 Fund Mutual Fund	Mutual Funds	—	—	$856K	4.5%
American Funds 2065 Target Date Return R6 Fund Mutual Fund	Mutual Funds	—	—	$430K	2.3%
Participant loans Low 4.75% - High 10.00%	Bonds / Notes	—	—	$285K	1.5%
Vanguard Total Intl Stock Idx Adm Fd Mutual Fund	Common Collective Trusts	—	—	$170K	0.9%
Vanguard Small Cap Index Adm Fd Mutual Fund	Mutual Funds	—	—	$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	Mutual Funds	—	—	$132K	0.7%
Vanguard Total Bond Market Index Fd Mutual Fund	Mutual Funds	—	—	$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	Mutual Funds	—	—	$68K	0.4%
PGIM High Yield R6 Fd Mutual Fund	Other securities	—	—	$60K	0.3%
MFS Int Diversification R6 Fd Mutual Fund	Mutual Funds	—	—	$53K	0.3%
Janus Henderson Enterprise Fd Mutual Fund	Mutual Funds	—	—	$49K	0.3%
MFS Midcap Value R6 Fd Mutual Fund	Mutual Funds	—	—	$44K	0.2%
American Funds 2015 Target Date Return R6 Fund Mutual Fund	Mutual Funds	—	—	$39K	0.2%
American Funds 2020 Target Date Return R6 Fund Mutual Fund	Mutual Funds	—	—	$39K	0.2%
Vanguard Balanced Index Adm Fd Mutual Fund	Mutual Funds	—	—	$29K	0.2%
Principal Gov Money Market R6 Fd Pooled Separate Account 253 * Principal Fixed Income Guaranteed Option General insurance contract	Pooled Separate Accounts	—	—	$28K	0.1%
MFS Value R6 Fd Mutual Fund	Mutual Funds	—	—	$17K	<0.1%
Alliance Bernstein Global Bond Z Fd Mutual Fund	Other securities	—	—	$16K	<0.1%
American Funds NewWorld R6 Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
Alliance Bernstein Small Cap Grwth Port Z Fd Mutual Fund	Other securities	—	—	$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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