Retirement plan

LOEB LEADERSHIP DEVELOPMENT GROUP

Name: LOEB CONSULTING GROUP, LLC - LOEB LEADERSHIP DEVELOPMENT GROUP (2022) Form 5500
Creator: LOEB CONSULTING GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOEB LEADERSHIP DEVELOPMENT GROUP, LOEB CONSULTING GROUP, LLC

LOEB CONSULTING GROUP, LLCdba LOEB LEADERSHIP DEVELOPMENT GROUPEIN 20-4796237Plan #001PY 2022

27 NASHUA DR - MARLBORO, NJ 077461957732-740-2611

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$208K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-11.09%

No prior year

Benchmarks

See 123 peers

Peer group

Industryany (size+type match)

Plan typeDB + DC

Participants<25

Cohort123 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$423K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$70K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.05%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$393

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes1A2J2R2S

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$1181 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.703%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$531,693-100.0%

$518,057-100.0%

$531,693-100.0%

Participation rate

0.0%

85.7%-85.7pp

91.7%-91.7pp

85.7%-85.7pp

Annual return

-11.09%

-13.27%+2.2pp

-16.25%+5.2pp

-13.27%+2.2pp

Employer contribution / active EE

$26,843-100.0%

$35,595-100.0%

$26,843-100.0%

Participant deferral / active EE

$33,000

$7,797+323.3%

$13,176+150.4%

$7,797+323.3%

Admin fee / account holder

$75,116-100.0%

$44,019-100.0%

$75,116-100.0%

LOEB LEADERSHIP DEVELOPMENT GROUP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOEB LEADERSHIP DEVELOPMENT GROUP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion