AUMdb

Liberty Diversified International, Inc. Retirement Plan

Sponsored by Liberty Diversified Internationl, Inc. · EIN 410989362 · Plan #001

Total assets
$205M
Net assets
$205M
Active participants
1,573
With balances
2,147

Plan year beginning 06/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $158,912
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $94,875
Grant Thornton Llp Accounting $34,320
Baker Tilly Us Llp Other fees $3,500