AUMdb

Port Liberty Retirement Plan

Sponsored by Port Liberty Usa Llc · EIN 471713574 · Plan #002

Total assets
$58.3M
Net assets
$58.3M
Active participants
117
With balances
154

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $79,083
Cohnreznick Llp Accounting, Other fees $0