# Lobel Financial 401(k) Plan
Source: https://planprovider.pro/companies/lobel-financial-401k-plan

> Lobel Financial's 401(k) plan: 258 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lobel Financial

- **Sponsor EIN:** 953470408

- **Sponsor Address:** 1150 N. MAGNOLIA AVENUE, ANAHEIM, CA, 92801

- **Plan Type:** 401(k)

- **Total Participants:** 258

- **Total Assets:** $20.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|258|$20.0M|$462,848|$1.0M|

| 2023|256|$18.4M|$475,760|$1.1M|

| 2022|277|$15.6M|$456,700|$994,500|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRICEKUBECKA PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRICEKUBECKA PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$7,393|—|—|—|—|

| 2023|$6,471|—|—|—|—|

| 2022|$4,580|—|—|—|—|

## Similar Plans

- [Alliance Funding Group, INC.](https://planprovider.pro/companies/alliance-funding-group-401k-plan) — 151 participants

- [Challenge Financial Services, INC.](https://planprovider.pro/companies/challenge-financial-services-inc-401k-plan) — 102 participants

- [Alliance Acceptance Corporation](https://planprovider.pro/companies/alliance-acceptance-corporation-plan) — 4 participants

- [Consumer Portfolio Services, INC.](https://planprovider.pro/companies/consumer-portfolio-services-inc-plan-003) — 3 participants

- [Consumer Portfolio Services, INC.](https://planprovider.pro/companies/consumer-portfolio-services-inc-401k-plan-001-9135) — 906 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lobel-financial-401k-plan)

© 2026 PlanProvider.Pro