Plan Snapshot
- Plan Sponsor: Liberty Casting Company, LLC
- Sponsor EIN: 450508423
- Sponsor Address: 620 LIBERTY ROAD, DELAWARE, OH, 43015
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 243 | $13.5M | $376,590 | $728,310 |
| 2023 | 226 | $12.7M | $337,306 | $660,326 |
| 2022 | 179 | $12.0M | $316,260 | $630,150 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 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 | $55,952 | $39,420 | — | — | — |
| 2023 | $53,066 | $36,937 | — | — | — |
| 2022 | $58,899 | $40,275 | — | — | — |