Liberty Bank Pension Plan
Sponsored by Liberty Bank · EIN 060452570 · Plan #001
- Total assets
- $149M
- Net assets
- $149M
- Active participants
- 736
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nepc Llc | Investment advisory (plan), Direct payment from the plan | $181,700 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $72,935 |
| Milliman, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $52,500 |
| Grant Thornton | Accounting, Direct payment from the plan | $32,000 |