Department of Labor filing

LOEB & LOEB LLP

LOEB & LOEB LLP PROFIT SHARING AND 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 31, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

65filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$9,998

Reported employer contributions per active participant.

Higher than about 91% of comparable plans

#People in the filing

718

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$276 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 6% of comparable plans

↗Investment performance

Not available

Plan assets changed 10.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202465out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions91st percentileTypical peer $3,106 · based on 1,380 comparable plans

Lower reported administrative expense6th percentileTypical peer $113 · based on 1,398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, LOEB & LOEB LLP reported $7,178,267 in employer contributions across the plan and 718 active participants. That works out to $9,998 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy70%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 5.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 7.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context65/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $7,178,267
Participant contributions: $10,856,619
Other contributions: $6,589,922
Employer share of reported contributions: 39.8%
Beginning assets: $396,057,278
Ending assets: $438,103,649
Ending net assets: $438,103,649
Ending liabilities: Not reported
Total income: $81,928,983
Total expenses: $39,882,612
Administrative expenses: $273,363
Participant loans: $1,891,701

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$9,446

2023

$10,702

2024

$9,998

Plan-paid administrative expenses per participant

2022

$297

2023

$302

2024

$276

Active participants

2022

711

2023

661

2024

718

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$9,998	718	438.1M	20251031145332NAL0003852897001
2023	$10,702	661	396.1M	20241011202514NAL0039997232001
2022	$9,446	711	347.8M	20231010134506NAL0028302449001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 951780806-005

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1985
Industry: Professional, scientific, and technical services
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2R2T3B3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CHARLES SCHWAB & CO. INC. AND AFFIL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251031145332NAL0003852897001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗