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Sponsor portfolio

LOEB, BLOCK & PARTNERS, LLP

EIN 13-3218161-law practice-Latest filing 2024
Plans
2
Retirement
2
$27.4M assets
Welfare
0
Participants
97
505 PARK AVENUE, 8TH FLOOR - NEW YORK, NY 100221106212-755-5510loebblock.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$20.9M - 63 part#005TraditionalDB-$6.5M - 34 part

Retirement portfolio analytics

2 plans aggregated / $27.4M assets / 97 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • P RETIREMENT PLAN (#002)76%
  • P VIP PLAN (#005)24%
Total $27.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P RETIREMENT PLAN (#002)63
  • P VIP PLAN (#005)34
Total 97Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LB & P RETIREMENT PLAN

401k

Assets$20.9M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

LB & P VIP PLAN

TraditionalDB

Assets$6.5M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LB & P RETIREMENT PLAN401k$20.9M632024
005LB & P VIP PLANTraditionalDB$6.5M342024
Retirement plans
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