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 |
|---|---|---|---|---|
| DANIEL DENNIS & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIEL DENNIS & COMPANY 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 | $12,487,278 | $10,344,072 | — | — | — |
| 2023 | $10,678,741 | $7,943,580 | — | — | — |
| 2022 | $11,286,662 | $7,979,865 | — | — | $18,730 |