Liberty Resources Retirement Plan
Sponsored by Liberty Management Services, Inc. · EIN 412262515 · Plan #001
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 1,405
- With balances
- 970
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $247,540 |
| Mml Investors Services Llc | Other services, Other fees | $0 |
| Mml Insurance Agency Llc | Other services, Other commissions | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |