How big is LY Brothers Corporation's plan?

LY Brothers Corporation's plan reported $15.0M in assets and 462 participants for 2024.

Original filing (PDF)20251015153231NAL0002675011001

LY Brothers Corporation

Name: LY Brothers Corporation — Sugar BOWL Bakery 401(k), Form 5500 (2024)
Creator: LY Brothers Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sugar BOWL Bakery 401(k) Plan

401(k) retirement plan · LY Brothers Corporation's Sugar BOWL Bakery 401(k) Plan held $15.0M in plan assets for 462 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

462

Accounts w/ balance

441

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

Plan identifiers

LY Brothers Corporation's EIN is 94-3170390.

EIN 94-3170390

Plan number 001

Plan year 2024

ACK ID 20251015153231NAL0002675011001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LY Brothers Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LY Brothers Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LY BROTHERS CORPORATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

LY BROTHERS CORPORATION

DBA

SUGAR BOWL BAKERY

EIN

all filings

Address

1963 SABRE STREET · HAYWARD, CA · 94545

Phone

(510) 782-2118

Industry

Retail 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$45K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRIME CAPITAL INVESTMENT ADVISORS	82-1364595	—	NONE	$15K	—

Investments

34 direct securities · 1 pooled fund· $29.4M(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.

Pooled Separate Account

$14.4M

1 holding

Pooled Separate Accounts

$14.4M

32 holdings

Other securities

$672K

2 holdings

					% of plan
SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005	Pooled Separate Account	—	—	$14.4M	95.5%
T. Rowe Price Retirement 2040 Fund Pooled separate account	Pooled Separate Accounts	—	—	$1.8M	11.8%
Virtus Zevenbergen Technology Inst Pooled separate account	Pooled Separate Accounts	—	—	$1.3M	8.6%
T. Rowe Price Retirement 2030 Fund Pooled separate account	Pooled Separate Accounts	—	—	$1.1M	7.5%
T. Rowe Price Health Sciences Fund Pooled separate account	Pooled Separate Accounts	—	—	$1.0M	6.9%
Vanguard Balance Index Admiral Fund Pooled separate account	Pooled Separate Accounts	—	—	$965K	6.4%
T. Rowe Price Retirement 2035 Fund Pooled separate account	Pooled Separate Accounts	—	—	$962K	6.4%
Vanguard Small Cap Index Admiral Fund Pooled separate account	Pooled Separate Accounts	—	—	$899K	6.0%
Vanguard 500 Index Admiral Fund Pooled separate account	Pooled Separate Accounts	—	—	$653K	4.3%
T. Rowe Price Retirement 2025 Fund Pooled separate account	Pooled Separate Accounts	—	—	$637K	4.2%
T. Rowe Price Retirement 2050 Fund Pooled separate account	Pooled Separate Accounts	—	—	$586K	3.9%
T. Rowe Price Retirement 2020 Fund Pooled separate account	Pooled Separate Accounts	—	—	$522K	3.5%
Standard Stable Asset D Guaranteed Investment Account, at contract value ** w	Other securities	—	—	$473K	3.1%
T. Rowe Price Retirement 2045 Fund Pooled separate account	Pooled Separate Accounts	—	—	$434K	2.9%
Cohen & Steers Institutional Realty Shares Pooled separate account	Pooled Separate Accounts	—	—	$375K	2.5%
MFS Growth Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$362K	2.4%
T. Rowe Price Retirement 2055 Fund Pooled separate account	Pooled Separate Accounts	—	—	$351K	2.3%
Vanguard Total Stock Market Index Admiral Fund Pooled separate account	Pooled Separate Accounts	—	—	$320K	2.1%
Vanguard Mid Cap Index Admiral Fund Pooled separate account	Pooled Separate Accounts	—	—	$316K	2.1%
Vanguard Equity Income Admiral Fund Pooled separate account	Pooled Separate Accounts	—	—	$310K	2.1%
T. Rowe Price Retirement 2060 Fund Pooled separate account	Pooled Separate Accounts	—	—	$264K	1.8%
Vanguard Total International Stock Index Admiral Fund Pooled separate account	Pooled Separate Accounts	—	—	$245K	1.6%
Vanguard Total Bond Market Index Admiral Fund Pooled separate account	Pooled Separate Accounts	—	—	$208K	1.4%
maturing through January 2030 -	Other securities	—	—	$199K	1.3%
American Funds New Perspective R6 Pooled separate account	Pooled Separate Accounts	—	—	$162K	1.1%
MFS Value Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$118K	0.8%
Nuveen Large Cap Responsible Eq R6 Pooled separate account	Pooled Separate Accounts	—	—	$89K	0.6%
Fidelity Sustainable Bond Index Pooled separate account	Pooled Separate Accounts	—	—	$85K	0.6%
T. Rowe Price Retirement 2015 Fund Pooled separate account	Pooled Separate Accounts	—	—	$78K	0.5%
JP Morgan Mid Cap Growth Fund Class R5 Pooled separate account	Pooled Separate Accounts	—	—	$59K	0.4%
PGIM Total Return Bond Fund Class Z Pooled separate account	Pooled Separate Accounts	—	—	$55K	0.4%
MFS International Diversification Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$28K	0.2%
Franklin Small Cap Value Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$24K	0.2%
MFS Mid Cap Value Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$22K	0.1%
AB Small Cap Growth Z Pooled separate account	Pooled Separate Accounts	—	—	$13K	<0.1%