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LOEB & LOEB LLP — LOEB & LOEB LLP CASH BALANCE PENSION PLAN II, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250731053221NAL0012267362001
LOEB & LOEB LLP
Form 5500-SF
FILING_RECEIVED
LOEB & LOEB LLP CASH BALANCE PENSION PLAN II
Defined-benefit pension plan
Active participants
81
Accounts w/ balance
—
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LOEB & LOEB LLP
.
Find decision makers
Plan sponsor
Name
LOEB & LOEB LLP
EIN
95-1780806
Address
10100 SANTA MONICA BLVD, SUITE 2200 · LOS ANGELES, CA · 900674120
Phone
(310) 282-2000
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
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 providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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