Plan Snapshot
- Plan Sponsor: Liberty Diversified Internationl, INC.
- Sponsor EIN: 410989362
- Sponsor Address: 5600 NORTH HIGHWAY 169, NEW HOPE, MN, 55428
- Plan Type: 401(k)
- Total Participants: 1,573
- Total Assets: $205.5M
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. |
|---|---|---|---|---|
| 2025 | 1,573 | $205.5M | $0 | $0 |
| 2024 | 1,531 | $193.5M | $0 | $0 |
| 2023 | 1,545 | $170.2M | $0 | $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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $34,320 | — | $34,320 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,320
- Estimated Expense Ratio: 0.017% 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 |
|---|---|---|---|---|---|
| 2025 | $291,607 | $94,875 | — | $34,320 | — |
| 2024 | $249,085 | $56,250 | $178,319 | — | — |
| 2023 | $313,246 | $75,000 | $204,430 | — | $32,990 |