Plan Snapshot
- Plan Sponsor: Liberty Capital, INC.
- Sponsor EIN: 311159734
- Sponsor Address: 2251 ROMBACH AVENUE, WILMINGTON, OH, 45177
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $23.3M
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 | 96 | $23.3M | $134,684 | $477,490 |
| 2023 | 100 | $23.6M | $134,471 | $475,327 |
| 2022 | 110 | $21.1M | $158,098 | $510,293 |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | CONSULTANT | $28,771 | — | $28,771 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,677 | — | $21,677 |
| SR SNODGRASS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SR SNODGRASS, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,448
- Estimated Expense Ratio: 0.216% of plan assets
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 | $53,209 | $2,761 | — | — | — |
| 2023 | $50,060 | $2,447 | — | — | — |
| 2022 | $61,721 | $3,091 | — | — | — |