# Loeb & Loeb LLP DC Plan
Source: https://planprovider.pro/companies/loeb-loeb-llp-plan-005

> Loeb & Loeb LLP's DC plan: 718 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/loeb-loeb-llp-plan-005)

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