Plan Snapshot
- Plan Sponsor: The Liberty Company Insurance Brokers, INC.
- Sponsor EIN: 270063026
- Sponsor Address: 5955 DE SOTO AVENUE #250, WOODLAND HILLS, CA, 91367
- Plan Type: 401(k)
- Total Participants: 767
- Total Assets: $29.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 767 | $29.9M | $608,932 | $3.5M |
| 2023 | 662 | $23.3M | $774,853 | $3.0M |
| 2022 | 743 | $17.1M | $497,906 | $2.3M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD | 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 | $105,886 | $33,015 | — | — | — |
| 2023 | $104,282 | $21,541 | — | — | — |
| 2022 | $37,510 | $37,510 | — | — | — |