Loeb & Loeb Llp Profit Sharing And 401(k) Plan
Sponsored by Loeb & Loeb Llp · EIN 951780806 · Plan #005
- Total assets
- $438M
- Net assets
- $438M
- Active participants
- 718
- With balances
- 936
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 94% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $95,974 |
| Hightower Advisors | Investment advisory (participants), Investment management fees (direct) | $75,181 |
| Ubs Financial Services | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $45,147 |
| Signature Estate & Investment | Investment advisory (participants), Direct payment from the plan | $32,865 |
| City National Bank | Investment advisory (participants), Investment management fees (direct) | $19,668 |
| Raymond James | Investment advisory (participants), Investment management fees (direct) | $11,782 |
| Wells Fargo Advisors | Investment advisory (participants), Investment management fees (direct) | $11,781 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $7,134 |
| Morgan Stanley | Investment advisory (participants), Investment management fees (direct) | $6,306 |
| Charles Schwab & Co., Inc. | Investment advisory (plan), Securities brokerage, Direct payment from the plan | $3,081 |