Liberty Capital, Inc. 401(k) Profit Sharing Plan
Sponsored by Liberty Capital, Inc. · EIN 311159734 · Plan #002 · Wilmington, OH
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 96
- With balances
- 149
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services | Consulting (general) | $28,771 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $21,677 |