Plan Snapshot
- Plan Sponsor: Libertas Copper, LLC
- Sponsor EIN: 453636909
- Sponsor Address: 100 WASHINGTON STREET, LEETSDALE, PA, 15056
- Plan Type: DB
- Total Participants: 81
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 81 | $5.5M | $142,562 | $0 |
| 2023 | 70 | $5.3M | $104,584 | $0 |
| 2022 | 69 | $5.4M | $215,107 | $0 |
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 | $109,846 | — | $13,260 | — | — |
| 2023 | $101,647 | — | $13,179 | $7,400 | — |
| 2022 | $174,067 | — | $13,244 | — | $6,647 |