Plan Snapshot
- Plan Sponsor: Loeb & Loeb LLP
- Sponsor EIN: 951780806
- Sponsor Address: 10100 SANTA MONICA BOULEVARD, LOS ANGELES, CA, 90067
- Plan Type: DC
- Total Participants: 718
- Total Assets: $438.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 718 | $438.1M | $7.2M | $10.9M |
| 2023 | 661 | $396.1M | $7.1M | $10.3M |
| 2022 | 711 | $347.8M | $6.7M | $9.9M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $95,974 | — | $95,974 |
| HIGHTOWER ADVISORS | NONE | $75,181 | — | $75,181 |
| UBS FINANCIAL SERVICES | NONE | $45,147 | — | $45,147 |
| SIGNATURE ESTATE & INVESTMENT | NONE | $32,865 | — | $32,865 |
| CITY NATIONAL BANK | NONE | $19,668 | — | $19,668 |
| RAYMOND JAMES | NONE | $11,782 | — | $11,782 |
| WELLS FARGO ADVISORS | NONE | $11,781 | — | $11,781 |
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $7,134 | — | $7,134 |
| MORGAN STANLEY | NONE | $6,306 | — | $6,306 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — NONE
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- MORGAN STANLEY — NONE
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $305,838
- Estimated Expense Ratio: 0.070% of plan assets
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 | $273,363 | $150,570 | — | — | — |
| 2023 | $321,734 | $145,335 | $134,938 | — | — |
| 2022 | $292,188 | $169,701 | $121,944 | — | — |