# Liberty Pumps 401(k) Plan
Source: https://planprovider.pro/companies/liberty-pumps-401k-plan

> Liberty Pumps's 401(k) plan: 309 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Liberty Pumps

- **Sponsor EIN:** 160909438

- **Sponsor Address:** 7000 APPLE TREE AVENUE, BERGEN, NY, 14416

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

- **Total Participants:** 309

- **Total Assets:** $32.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|309|$32.4M|$857,498|$2.2M|

| 2023|299|$28.5M|$746,933|$1.9M|

| 2022|307|$24.6M|$730,223|$1.8M|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$43,857|—|$43,857|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$43,149|—|$43,149|

| FREED MAXICK P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $87,006

- **Estimated Expense Ratio:** 0.268% 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|$87,006|$43,857|—|—|—|

| 2023|$89,935|$42,787|—|—|—|

| 2022|$94,288|—|—|—|—|

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