Back to filter
Original filing (PDF)20250708111743NAL0003903441001
LOEFFLER SUPPLY, LLC
Form 5500-SF
FILING_RECEIVED
LOEFFLER SUPPLY CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 LOEFFLER SUPPLY, LLC.
Plan sponsor
Name
LOEFFLER SUPPLY, LLC
EIN
84-4072536
Address
2136 PORTOFINO DRIVE · ROCKWALL, TX · 75032
Phone
(972) 771-6838
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
NORTHEAST MARINE INDUSTRIES, INC.
NORTHEAST MARINE SERVICES, INC. 401(K) PLAN
$2.8M · 13 participants
BILL'S BATTERY COMPANY, INC.
BILL'S BATTERY COMPANY, INC. PROFIT SHARING PLAN
$2.8M · 29 participants
CRAMER DECKER INDUSTRIES
CRAMER DECKER INDUSTRIES 401(K) PLAN
$2.8M · 21 participants
INDUSTRIAL TOTE SERVICES CORP.
INDUSTRIAL TOTE SERVICES CORP. 401(K) PLAN
$2.8M · 7 participants
TREBBIANO, LLC
TREBBIANNO, LLC RETIREMENT PLAN
$2.8M · 10 participants
KIDCO INC
KIDCO INC. 401K PLAN
$2.8M · 10 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants