Plan Snapshot
- Plan Sponsor: Liberty Hospitality Partners, L.P.
- Sponsor EIN: 251896630
- Sponsor Address: 101 W 3RD STREET, FL 5, WILLIAMSPORT, PA, 17701
- Plan Type: 401(k)
- Total Participants: 346
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 346 | $6.4M | $113,758 | $548,060 |
| 2023 | 277 | $6.0M | $98,857 | $493,943 |
| 2022 | 266 | $4.7M | $86,931 | $480,018 |
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 |
|---|---|---|---|---|
| LARSON, KELLETT AND ASSOC., P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LARSON, KELLETT AND ASSOC., P.C. — Auditor
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 | $45,739 | — | $45,739 | — | — |
| 2023 | $45,749 | — | $45,749 | — | — |
| 2022 | $14,261 | — | $11,845 | — | — |