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Original filing (PDF)20251031145332NAL0003852897001
LOEB & LOEB LLP
Form 5500
FILING_RECEIVED
LOEB & LOEB LLP PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
718
Accounts w/ balance
936
Plan assets (EOY)
$438.1M
Net assets (EOY)
$438.1M
How this plan invests
This plan
1 pooled trust
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOEB & LOEB LLP.
Plan sponsor
Name
LOEB & LOEB LLP
EIN
95-1780806
Address
10100 SANTA MONICA BOULEVARD · SUITE 2200 · LOS ANGELES, CA · 90067
Phone
(310) 282-2307
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-31
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $96K | — |
| HIGHTOWER ADVISORS | 26-2270729 | — | NONE | $75K | — |
| 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 | — |
| WELLS FARGO ADVISORS | — | BEVERLY HILLS, CA | NONE | $12K | — |
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $7K | — |
| MORGAN STANLEY | — | NEW YORK, NY | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $3K | — |
Investments
47 direct securities · 1 pooled fund· $505.1M(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.
Uncategorized
$498.7M
47 holdings
Common Collective Trust
$6.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDIVIDUAL-DIRECTED ACCOUNTS Va ri ous i nves tment types ^ | — | — | — | $65.9M | 15.0% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $65.9M | 15.0% | |
| T ROWE PRICE LARGE CAP GRWTH I T ROWE PRICE LARGE CAP GRWTH I ^ | — | — | — | $45.6M | 10.4% | |
| VANGUARD INSTITUTIONAL INDEX VANGUARD INSTITUTIONAL INDEX ^ | — | — | — | $41.2M | 9.4% | |
| FIDELITY CONTRA FUND K6 FIDELITY CONTRA FUND K6 ^ | — | — | — | $27.0M | 6.2% | |
| VANGUARD WINDSOR II ADMIRAL VANGUARD WINDSOR II ADMIRAL ^ | — | — | — | $21.6M | 4.9% | |
| HARBOR SMALL CAP VALUE RETIRE HARBOR SMALL CAP VALUE RETIRE ^ | — | — | — | $16.9M | 3.8% | |
| VANGUARD FEDERAL MONEY MARKET INVESTOR VANGUARD FED MONEY MARKET FUND ^ | — | — | — | $15.9M | 3.6% | |
| EUROPACIFIC GROWTH R6 EUROPACIFIC GROWTH R6 ^ | — | — | — | $14.9M | 3.4% | |
| METROPOLITAN WEST TTL RTN BD P METROPOLITAN WEST TTL RTN BD P ^ | — | — | — | $14.8M | 3.4% | |
| PIMCO SHORT TERM FUND PIMCO SHORT TERM FUND ^ | — | — | — | $14.8M | 3.4% | |
| INCOME FUND OF AMERICA R6 INCOME FUND OF AMERICA R6 ^ | — | — | — | $11.9M | 2.7% | |
| PRINCIPAL EQUITY INCOME PRINCIPAL EQUITY INCOME ^ | — | — | — | $11.4M | 2.6% | |
| VANGUARD TTL BOND MKT IDX ADM VANGUARD TTL BOND MKT IDX ADM ^ | — | — | — | $11.3M | 2.6% | |
| T ROWE PRICE INST MIDCAP EQ GR T ROWE PRICE INST MIDCAP EQ GR ^ | — | — | — | $10.9M | 2.5% | |
| T ROWE MID CAP VALUE INST T ROWE MID CAP VALUE INST ^ | — | — | — | $10.3M | 2.3% | |
| FIDELITY OVERSEAS FUND FIDELITY OVERSEAS FUND ^ | — | — | — | $8.7M | 2.0% | |
| VANGUARD CAPITAL OPPTY ADM VANGUARD CAPITAL OPPTY ADM ^ | — | — | — | $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 ^ | — | — | — | $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 ^ | — | — | — | $6.2M | 1.4% | |
| VANGUARD TARGET RETIREMNT 2030 VANGUARD TARGET RETIREMNT 2030 ^ | — | — | — | $5.2M | 1.2% | |
| VANGUARD TARGET RETIREMNT 2025 VANGUARD TARGET RETIREMNT 2025 ^ | — | — | — | $5.1M | 1.2% | |
| VANGUARD GNMA ADM VANGUARD GNMA ADM ^ | — | — | — | $4.6M | 1.1% | |
| FIDELITY LOW PRICED STK FND K6 FIDELITY LOW PRICED STK FND K6 ^ | — | — | — | $4.5M | 1.0% | |
| VANGUARD TARGET RETIREMNT 2050 VANGUARD TARGET RETIREMNT 2050 ^ | — | — | — | $3.9M | 0.9% | |
| OAKMARK EQTY & INCM INVESTOR OAKMARK EQTY & INCM INVESTOR ^ | — | — | — | $3.8M | 0.9% | |
| VANGUARD STRATEGIC SCAP EQ INV VANGUARD STRATEGIC SCAP EQ INV ^ | — | — | — | $3.5M | 0.8% | |
| VANGUARD HIGH-YIELD CORP ADM VANGUARD HIGH-YIELD CORP ADM ^ | — | — | — | $3.5M | 0.8% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD MID CAP INDEX ADMIRAL ^ | — | — | — | $3.3M | 0.7% | |
| VANGUARD TARGET RETIREMNT 2040 VANGUARD TARGET RETIREMNT 2040 ^ | — | — | — | $3.2M | 0.7% | |
| VANGUARD TARGET RETIREMNT 2055 VANGUARD TARGET RETIREMNT 2055 ^ | — | — | — | $3.2M | 0.7% | |
| VANGUARD MID CAP GROWTH VANGUARD MID CAP GROWTH ^ | — | — | — | $3.1M | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 AMERICAN FUNDS NEW WORLD R6 ^ | — | — | — | $3.0M | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL VANGUARD SMALL CAP INDEX ADMRL ^ | — | — | — | $2.8M | 0.6% | |
| VANGUARD TARGET RETIREMNT 2045 VANGUARD TARGET RETIREMNT 2045 ^ | — | — | — | $2.7M | 0.6% | |
| VANGUARD TARGET RETIREMNT 2060 VANGUARD TARGET RETIREMNT 2060 ^ | — | — | — | $2.3M | 0.5% | |
| VANGUARD SELECTED VALUE VANGUARD SELECTED VALUE ^ | — | — | — | $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%) ^ | — | — | — | $1.9M | 0.4% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | — | — | — | $1.9M | 0.4% | |
| VANGUARD EMERGING MARKET BD AD VANGUARD EMERGING MARKET BD AD ^ | — | — | — | $1.7M | 0.4% | |
| VANGUARD TOT INTL STK IDX ADM VANGUARD TOT INTL STK IDX ADM ^ | — | — | — | $1.1M | 0.2% | |
| COHEN & STEERS REALTY INST CL COHEN & STEERS REALTY INST CL ^ | — | — | — | $834K | 0.2% | |
| VANGUARD TARGET RETMT INCOME VANGUARD TARGET RETMT INCOME ^ | — | — | — | $724K | 0.2% | |
| VANGUARD TARGET RETIREMNT 2020 VANGUARD TARGET RETIREMNT 2020 ^ | — | — | — | $644K | 0.1% | |
| VANGUARD MATERIALS IDX ADM VANGUARD MATERIALS IDX ADM ^ | — | — | — | $597K | 0.1% | |
| GOLDMAN SACHS ABSOLUTE RET TRC GOLDMAN SACHS ABSOLUTE RET TRC ^ | — | — | — | $524K | 0.1% | |
| VANGUARD TARGET RETIREMNT 2065 VANGUARD TARGET RETIREMNT 2065 ^ | — | — | — | $73K | <0.1% |