Plan Snapshot
- Plan Sponsor: Liberty Steel Georgetown, INC.
- Sponsor EIN: 201268535
- Sponsor Address: 420 S. HAZARD STREET, GEORGETOWN, SC, 29440
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 89 | $3.2M | $121,035 | $333,905 |
| 2023 | 78 | $2.6M | $124,116 | $335,199 |
| 2022 | 93 | $2.0M | $176,964 | $320,483 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $26,794 | — | $26,794 | — | — |
| 2023 | $11,533 | — | $11,533 | — | — |
| 2022 | $10,052 | — | — | — | $10,052 |