Stephanie Flitcroft signed LOEB & LOEB LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LOEB & LOEB LLP's EIN is 95-1780806.
Download the official 2024 Form 5500 (PDF) for LOEB & LOEB LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LOEB & LOEB LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $96K | — |
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $7K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| HIGHTOWER ADVISORS | 26-2270729 | — | NONE | $75K | — |
| WELLS FARGO ADVISORS | — | BEVERLY HILLS, CA | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | NONE | $45K | — |
| SIGNATURE ESTATE & INVESTMENT | 95-4806910 | — | NONE | $33K | — |
| CITY NATIONAL BANK | 95-1780067 | — | NONE | $20K | — |
| RAYMOND JAMES | — | BOCA RATON, FL | NONE | $12K | — |
| MORGAN STANLEY | — | NEW YORK, NY | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDIVIDUAL-DIRECTED ACCOUNTS Va ri ous i nves tment types ^ | Other securities | — | — | $65.9M | 15.0% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $65.9M | 15.0% | |
| T ROWE PRICE LARGE CAP GRWTH I T ROWE PRICE LARGE CAP GRWTH I ^ | Mutual Funds | — | — | $45.6M | 10.4% | |
| VANGUARD INSTITUTIONAL INDEX VANGUARD INSTITUTIONAL INDEX ^ | Mutual Funds | — | — | $41.2M | 9.4% | |
| FIDELITY CONTRA FUND K6 FIDELITY CONTRA FUND K6 ^ | Mutual Funds | — | — | $27.0M | 6.2% | |
| VANGUARD WINDSOR II ADMIRAL VANGUARD WINDSOR II ADMIRAL ^ | Mutual Funds | — | — | $21.6M | 4.9% | |
| HARBOR SMALL CAP VALUE RETIRE HARBOR SMALL CAP VALUE RETIRE ^ | Other securities | — | — | $16.9M | 3.8% | |
| VANGUARD FEDERAL MONEY MARKET INVESTOR VANGUARD FED MONEY MARKET FUND ^ | Mutual Funds | — | — | $15.9M | 3.6% | |
| EUROPACIFIC GROWTH R6 EUROPACIFIC GROWTH R6 ^ | Other securities | — | — | $14.9M | 3.4% | |
| METROPOLITAN WEST TTL RTN BD P METROPOLITAN WEST TTL RTN BD P ^ | Other securities | — | — | $14.8M | 3.4% | |
| PIMCO SHORT TERM FUND PIMCO SHORT TERM FUND ^ | Mutual Funds | — | — | $14.8M | 3.4% | |
| INCOME FUND OF AMERICA R6 INCOME FUND OF AMERICA R6 ^ | Other securities | — | — | $11.9M | 2.7% | |
| PRINCIPAL EQUITY INCOME PRINCIPAL EQUITY INCOME ^ | Other securities | — | — | $11.4M | 2.6% | |
| VANGUARD TTL BOND MKT IDX ADM VANGUARD TTL BOND MKT IDX ADM ^ | Common Collective Trusts | — | — | $11.3M | 2.6% | |
| T ROWE PRICE INST MIDCAP EQ GR T ROWE PRICE INST MIDCAP EQ GR ^ | Mutual Funds | — | — | $10.9M | 2.5% | |
| T ROWE MID CAP VALUE INST T ROWE MID CAP VALUE INST ^ | Other securities | — | — | $10.3M | 2.3% | |
| FIDELITY OVERSEAS FUND FIDELITY OVERSEAS FUND ^ | Mutual Funds | — | — | $8.7M | 2.0% | |
| VANGUARD CAPITAL OPPTY ADM VANGUARD CAPITAL OPPTY ADM ^ | Mutual Funds | — | — | $7.1M | 1.6% | |
| COMMON/COLLECTIVE FUNDS—Morl ey Sta bl e Va l ue Fund 25 Bps Morl ey Sta bl e Va l ue Fund 25 Bps ^ | Common Collective Trusts | — | — | $6.4M | 1.5% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $6.4M | 1.5% | |
| VANGUARD TARGET RETIREMNT 2035 VANGUARD TARGET RETIREMNT 2035 ^ | Mutual Funds | — | — | $6.2M | 1.4% | |
| VANGUARD TARGET RETIREMNT 2030 VANGUARD TARGET RETIREMNT 2030 ^ | Mutual Funds | — | — | $5.2M | 1.2% | |
| VANGUARD TARGET RETIREMNT 2025 VANGUARD TARGET RETIREMNT 2025 ^ | Mutual Funds | — | — | $5.1M | 1.2% | |
| VANGUARD GNMA ADM VANGUARD GNMA ADM ^ | Agency / Mortgage-Backed | — | — | $4.6M | 1.1% | |
| FIDELITY LOW PRICED STK FND K6 FIDELITY LOW PRICED STK FND K6 ^ | Mutual Funds | — | — | $4.5M | 1.0% | |
| VANGUARD TARGET RETIREMNT 2050 VANGUARD TARGET RETIREMNT 2050 ^ | Mutual Funds | — | — | $3.9M | 0.9% | |
| OAKMARK EQTY & INCM INVESTOR OAKMARK EQTY & INCM INVESTOR ^ | Other securities | — | — | $3.8M | 0.9% | |
| VANGUARD STRATEGIC SCAP EQ INV VANGUARD STRATEGIC SCAP EQ INV ^ | Mutual Funds | — | — | $3.5M | 0.8% | |
| VANGUARD HIGH-YIELD CORP ADM VANGUARD HIGH-YIELD CORP ADM ^ | Mutual Funds | — | — | $3.5M | 0.8% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD MID CAP INDEX ADMIRAL ^ | Mutual Funds | — | — | $3.3M | 0.7% | |
| VANGUARD TARGET RETIREMNT 2040 VANGUARD TARGET RETIREMNT 2040 ^ | Mutual Funds | — | — | $3.2M | 0.7% | |
| VANGUARD TARGET RETIREMNT 2055 VANGUARD TARGET RETIREMNT 2055 ^ | Mutual Funds | — | — | $3.2M | 0.7% | |
| VANGUARD MID CAP GROWTH VANGUARD MID CAP GROWTH ^ | Mutual Funds | — | — | $3.1M | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 AMERICAN FUNDS NEW WORLD R6 ^ | Mutual Funds | — | — | $3.0M | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL VANGUARD SMALL CAP INDEX ADMRL ^ | Mutual Funds | — | — | $2.8M | 0.6% | |
| VANGUARD TARGET RETIREMNT 2045 VANGUARD TARGET RETIREMNT 2045 ^ | Mutual Funds | — | — | $2.7M | 0.6% | |
| VANGUARD TARGET RETIREMNT 2060 VANGUARD TARGET RETIREMNT 2060 ^ | Mutual Funds | — | — | $2.3M | 0.5% | |
| VANGUARD SELECTED VALUE VANGUARD SELECTED VALUE ^ | Mutual Funds | — | — | $2.2M | 0.5% | |
| VARIOUS PARTICIPANTS Pa rti ci pa nt l oa ns (ma turi ng 2025–2034 a t i nteres t ra tes of 5.25% to 10.50%) ^ | Bonds / Notes | — | — | $1.9M | 0.4% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | Bonds / Notes | — | — | $1.9M | 0.4% | |
| VANGUARD EMERGING MARKET BD AD VANGUARD EMERGING MARKET BD AD ^ | Mutual Funds | — | — | $1.7M | 0.4% | |
| VANGUARD TOT INTL STK IDX ADM VANGUARD TOT INTL STK IDX ADM ^ | Common Collective Trusts | — | — | $1.1M | 0.2% | |
| COHEN & STEERS REALTY INST CL COHEN & STEERS REALTY INST CL ^ | Other securities | — | — | $834K | 0.2% | |
| VANGUARD TARGET RETMT INCOME VANGUARD TARGET RETMT INCOME ^ | Mutual Funds | — | — | $724K | 0.2% | |
| VANGUARD TARGET RETIREMNT 2020 VANGUARD TARGET RETIREMNT 2020 ^ | Mutual Funds | — | — | $644K | 0.1% | |
| VANGUARD MATERIALS IDX ADM VANGUARD MATERIALS IDX ADM ^ | Common Collective Trusts | — | — | $597K | 0.1% | |
| GOLDMAN SACHS ABSOLUTE RET TRC GOLDMAN SACHS ABSOLUTE RET TRC ^ | Other securities | — | — | $524K | 0.1% | |
| VANGUARD TARGET RETIREMNT 2065 VANGUARD TARGET RETIREMNT 2065 ^ | Mutual Funds | — | — | $73K | <0.1% |
