# Liberty Doctors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/liberty-doctors-llc-401k-plan

> Liberty Doctors, LLC's 401(k) plan: 315 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Liberty Doctors, LLC

- **Sponsor EIN:** 453367409

- **Sponsor Address:** 8761 DORCHESTER ROAD, NORTH CHARLESTON, SC, 29420

- **Plan Type:** 401(k)

- **Total Participants:** 315

- **Total Assets:** $5.9M

## 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|315|$5.9M|$2,635|$826,722|

| 2023|252|$4.9M|$369,426|$664,443|

| 2022|122|$3.7M|$268,758|$490,257|

## 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|

| OSAIC WEALTH, INC.|BROKER/DEALER|—|$18,785|$18,785|

| DCPAS, LLC DBA DAVIS & COMPANY CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [OSAIC WEALTH, INC.](https://planprovider.pro/provider/royal-alliance-associates-inc) — BROKER/DEALER

- [DCPAS, LLC DBA DAVIS & COMPANY CPAS](https://planprovider.pro/provider/davis-law-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,785

- **Estimated Expense Ratio:** 0.317% 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|$11,185|$2,560|$7,750|—|—|

| 2023|$6,496|—|—|—|—|

| 2022|$5,423|—|$5,423|—|—|

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

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