· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LB PROPERTY MANAGEMENT — LB PROPERTY MANAGEMENT 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250827160302NAL0009746401001
LB PROPERTY MANAGEMENT
Form 5500-SF
FILING_RECEIVED
LB PROPERTY MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
216
Accounts w/ balance
30
Plan assets (EOY)
$386K
Net assets (EOY)
$386K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
LB PROPERTY MANAGEMENT
.
Find decision makers
Plan sponsor
Name
LB PROPERTY MANAGEMENT
EIN
95-4476578
Address
4730 WOODMAN AVENUE · SUITE 200 · SHERMAN OAKS, CA · 91423
Phone
(818) 646-5478
Industry
Real Estate
see all
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
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
ADVANCED PROPERTY MANAGMENT INC
ADVANCED PROPERTY MANAGEMENT, INC. 401K PLAN
$386K · 3 participants
BLUE CREEK MANAGEMENT, LLC
BLUE CREEK MANAGEMENT 401(K) PLAN
$386K · 7 participants
SCALZO PROPERTY MANAGEMENT, INC.
SCALZO PROPERTY MANAGEMENT, INC. 401(K) RETIREMENT PLAN
$385K · 28 participants
REAL VALUE MANAGEMENT, LLC
REAL VALUE MANAGEMENT 401(K) PLAN
$386K · 22 participants
NEXUS ASSOCIATION OF REALTORS
NEXUS ASSOCIATION OF REALTORS 401(K) PROFIT SHARING PLAN & TRUST
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 14% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$386K · 8 participants
SPRING VALLEY ACQUISITION SPON
SPRING VALLEY ACQUISITION SPON 401(K) PROFIT SHARING PLAN & TRUST
$384K · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
