Plan Snapshot
- Plan Sponsor: Liberty Mutual Group INC.
- Sponsor EIN: 043583679
- Sponsor Address: 175 BERKELEY STREET, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 31,562
- Total Assets: $11.4B
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 | 31,562 | $11.4B | $134.7M | $392.5M |
| 2023 | 34,618 | $10.6B | $140.1M | $403.8M |
| 2022 | 37,052 | $8.8B | $128.4M | $360.5M |
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 |
|---|---|---|---|---|
| FID MGMT TRUST CO | NONE | $2,504,418 | — | $2,504,418 |
| STRATEGIC ADVISORS, INC. | NONE | $1,701,824 | — | $1,701,824 |
| EATON VANCE | NONE | $1,473,949 | — | $1,473,949 |
| BLACKROCK INSTITUTIONAL TRUST CO | NONE | $1,412,905 | — | $1,412,905 |
| PACIFIC INVESTMENT MANAGEMENT CO | NONE | $1,394,066 | — | $1,394,066 |
| BAILLIE GIFFORD OVERSEAS LIMITED | NONE | $1,027,093 | — | $1,027,093 |
| WILLIAM BLAIR & CO | NONE | $901,200 | — | $901,200 |
| CARDINAL CAPITAL MGMT, LLC | NONE | $630,847 | — | $630,847 |
| ROCATON | NONE | $371,539 | — | $371,539 |
| GALLIARD CAPITAL MANAGEMENT, INC | NONE | $239,714 | — | $239,714 |
| DANIEL DENNIS | NONE | $74,000 | — | $74,000 |
| FID INV INST OPS CO | NONE | $69,129 | — | $69,129 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — NONE
- FID INV INST OPS CO — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,800,684
- Estimated Expense Ratio: 0.104% 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 | $12,487,278 | $10,344,072 | — | — | — |
| 2023 | $10,678,741 | $7,943,580 | — | — | — |
| 2022 | $11,286,662 | $7,979,865 | — | — | $18,730 |