# Liberty Mutual Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/liberty-mutual-group-inc-401k-plan

> Liberty Mutual Group INC.'s 401(k) plan: 31,562 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — NONE

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — 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|

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

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