Plan Ledger DOL Form 5500 · updated monthly

Loeb & Loeb LLP401(k)

LOEB & LOEB LLP PROFIT SHARING AND 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Loeb & Loeb LLP reported $273,363 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $9,998 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.08% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 302nd-largest of 9,483 plans among California employers on file, and the 404th of 11,654 in professional & technical services. In 2024, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$438,103,649
Participants with balances936
Active participants718
Employer contributions$7,178,267
Employee contributions$10,856,619
Employer contribution per active participant$9,998
Average account balance$468,059
Benefits paid to participants$39,550,031
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$438.1M · 936 accts · $7.2M emplr
2023$396.1M · 974 accts · $7.1M emplr
2022$347.7M · 1,000 accts · $6.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$103,108
Investment management$150,570
Total administrative$273,363
The Loeb & Loeb LLP 401(k) match · 2024
Employer contribution per active participant$9,998
Median for plans this size$4,294
2024$9,998 per active participant
2023$10,702 per active participant
2022$9,446 per active participant

Loeb & Loeb LLP's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202410
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$95,974
HIGHTOWER ADVISORS · Investment advisory (participants)$75,181
UBS FINANCIAL SERVICES · Investment advisory (participants) · Investment advisory (plan)$45,147
SIGNATURE ESTATE & INVESTMENT · Investment advisory (participants)$32,865
CITY NATIONAL BANK · Investment advisory (participants)$19,668
RAYMOND JAMES · Investment advisory (participants)$11,782
WELLS FARGO ADVISORS · Investment advisory (participants)$11,781
MORGAN STANLEY · Investment advisory (participants)$6,306
CHARLES SCHWAB & CO., INC. · Investment advisory (plan) · Securities brokerage$3,081

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab, OneAmerica
2023OneAmerica

This plan has changed recordkeepers within these filings. If you left Loeb & Loeb LLP before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$273,363 · 0.07%
2023$321,734 · 0.09%
2022$292,188 · 0.08%
Same employer
Similar plansProfessional & Technical Services · California
Veeva Systems Inc. CA$460.9M · 0.04%
Proofpoint, Inc CA$438.2M
Coherent Corp. CA$435.2M · 0.06%
Newport Group, Inc. CA$431.1M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951780806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.