Plan Snapshot
- Plan Sponsor: Libertas Copper, LLC
- Sponsor EIN: 453636909
- Sponsor Address: 100 WASHINGTON STREET, LEETSDALE, PA, 15056
- Plan Type: 401(k)
- Total Participants: 318
- Total Assets: $20.3M
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 | 318 | $20.3M | $506,517 | $792,642 |
| 2023 | 303 | $18.8M | $428,665 | $723,805 |
| 2022 | 294 | $16.4M | $314,842 | $690,752 |
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 | $45,320 | $18,179 | $27,141 | — | — |
| 2023 | $25,736 | $6,208 | $19,528 | — | — |
| 2022 | $19,453 | — | $19,453 | — | — |