Plan Snapshot
- Plan Sponsor: Liberty Resources INC
- Sponsor EIN: 222483916
- Sponsor Address: 112 NORTH 8TH STREET STE 600, PHILADELPHIA, PA, 19107
- Plan Type: 403(b)
- Total Participants: 189
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 189 | $4.6M | $150,257 | $233,622 |
| 2023 | 200 | $4.3M | $156,783 | $258,412 |
| 2022 | 204 | $3.7M | $134,698 | $227,183 |
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 |
|---|---|---|---|---|
| HAEFELE FLANAGAN & CO. & P.C. | Auditor | — | — | $0 |
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 | $1,465 | — | $1,465 | — | — |
| 2023 | $892 | — | $892 | — | — |
| 2022 | $1,186 | — | $1,186 | — | — |