Libertyfi LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Libertyfi LLC
  • Sponsor EIN: 822020482
  • Sponsor Address: 2 20TH SREET NORTH, SUITE 1370, BIRMINGHAM, AL, 35203
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$0$0$0
20240$595,104$0$0
20237$828,725$75,000$139,625
20227$573,369$75,000$120,750

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