Plan Snapshot
- Plan Sponsor: Libertas Copper LLC
- Sponsor EIN: 453636909
- Sponsor Address: 100 WASHINGTON STREET, LEETSDALE, PA, 15056
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 135 | $13.7M | $394,510 | $804,546 |
| 2023 | 134 | $12.6M | $300,449 | $677,505 |
| 2022 | 117 | $12.6M | $237,112 | $574,040 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| R.D. HOAG & ASSOCIATES, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $28,855 | $12,106 | $16,749 | — | — |
| 2023 | $15,498 | $4,163 | $11,335 | — | — |
| 2022 | $10,256 | — | $10,256 | — | — |