The Liberty Company 401(k) Plan
Sponsored by The Liberty Company Insurance Brokers, Inc. · EIN 270063026 · Plan #001
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 767
- With balances
- 531
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Advanced Retirement Solutions, Llc CRD 288022 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advanced Retirement Solutions | Investment advisory (plan) | $45,724 |
| Empower Advisory Group, Llc | Investment management | $33,015 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $18,522 |
| Leading Retirement Solutions | Contract administrator | $8,625 |