# Liberty Management Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/liberty-management-services-inc-401k-plan

> Liberty Management Services, INC.'s 401(k) plan: 1,405 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Liberty Management Services, INC.

- **Sponsor EIN:** 412262515

- **Sponsor Address:** 6723 TOWPATH RD, EAST SYRACUSE, NY, 130579506

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

- **Total Participants:** 1,405

- **Total Assets:** $21.0M

## 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|1,405|$21.0M|$309,625|$2.4M|

| 2023|1,307|$17.7M|$319,385|$2.2M|

| 2022|1,304|$14.1M|$231,330|$2.0M|

## 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|

| BONADIO & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — 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|$247,540|—|$247,540|—|—|

| 2023|$215,422|—|$215,422|—|—|

| 2022|$205,353|—|$205,353|—|—|

## Similar Plans

- [Covenant House](https://planprovider.pro/companies/covenant-house-401k-plan) — 1,380 participants

- [Bronxworks, INC.](https://planprovider.pro/companies/bronxworks-inc-403b-plan) — 1,193 participants

- [Safe Horizon, INC.](https://planprovider.pro/companies/safe-horizon-inc-403b-plan) — 943 participants

- [Safe Horizon, INC.](https://planprovider.pro/companies/safe-horizon-inc-401k-plan) — 708 participants

- [Wayne County Action Program, INC.](https://planprovider.pro/companies/wayne-county-action-program-inc-401k-plan) — 585 participants

- [Neighborhood Association For Inter-Cultural Affairs, INC.](https://planprovider.pro/companies/neighborhood-association-for-inter-cultural-affairs-inc-plan-001) — 552 participants

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

© 2026 PlanProvider.Pro