Plan Snapshot
- Plan Sponsor: Liberty Lending, LLC
- Sponsor EIN: 371779212
- Sponsor Address: 180 MAIDEN LANE, NEW YORK, NY, 10038
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $7.9M
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 | 128 | $7.9M | $395,501 | $967,391 |
| 2023 | 125 | $5.8M | $341,373 | $861,071 |
| 2022 | 130 | $4.3M | $423,680 | $992,970 |
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 |
|---|---|---|---|---|
| CERINI & ASSOCIATES LLP | 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 | $11,114 | $4,731 | — | — | — |
| 2023 | $4,090 | — | — | — | — |
| 2022 | $3,333 | — | — | — | — |