Lba Realty, Llc 401(k) Plan: Login, Facts & Contact Information

Lba Realty, Llc 401(k) Plan Facts

Plan name
LBA REALTY 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LBA REALTY, LLC
Participants
317 (252 active employees)
Former employees with a balance
80
Plan assets
$56,609,307 at Dec 31, 2024
Average account balance
$174,720 across 324 accounts
Employer contributions
$1,004,444 in plan year 2024 (26% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 12, 1996
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.87 million went into the plan in contributions, $1.00 million of it from the employer (26%).
  • $5.59 million was paid out to participants.
  • Investment and other income added $8.41 million.

How the Lba Realty, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019216$31.8 million$495,038$1.35 million
2020234$39.5 million$708,448$797,065
2021255$45.9 million$780,651$3.08 million
2022285$39.4 million$894,562$1.25 million
2023312$49.9 million$989,747$1.66 million
2024317$56.6 million$1.00 million$5.59 million

Lba Realty, Llc 401(k) Contact Information

Phone
949-833-0400
Mailing address
3347 MICHELSON DRIVE SUITE 200, IRVINE CA 92612
Plan sponsor
LBA REALTY, LLC
Employer identification number (EIN)
20-2138561
Plan number
001

Questions about the Lba Realty, Llc 401(k)

Does Lba Realty, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.00 million, 26% of all contributions.

Does the Lba Realty, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Lba Realty, Llc 401(k) plan?

317 participants at the start of plan year 2024, 252 of them active employees, and 80 former employees who still had money in the plan.

What is the average 401(k) balance at Lba Realty, Llc?

About $174,720 per account: $56.6 million in plan assets across 324 accounts with a balance at the end of plan year 2024.

Who manages the Lba Realty, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Lba Realty, Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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