# Liberty Capital, INC. 401(k) Plan
Source: https://planprovider.pro/companies/liberty-capital-inc-401k-plan

> Liberty Capital, INC.'s 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SR SNODGRASS, PC](https://planprovider.pro/provider/s-r-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/liberty-capital-inc-401k-plan)

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