Original filing (PDF)20250726101900NAL0017058658001

LB FOUNDATION

Name: LB FOUNDATION — LB FOUNDATION RETIREMENT PLAN, Form 5500 (2024)
Creator: LB FOUNDATION

Form 5500-SF

FILING_RECEIVED

LB FOUNDATION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

Plan health score

/ 100

Grade A

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LB FOUNDATION.

Plan sponsor

Name

LB FOUNDATION

EIN

84-3411455

Address

PO BOX 9179 · GREENVILLE, SC · 29604

Phone

(864) 420-6490

Industry

Other Services (ex. Public Admin)see 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

2025-07-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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