Plan Snapshot
- Plan Sponsor: The Liberty Company Insurance Brokers, INC. (EIN 270063026)
- Plan Type: 401(k)
- Total Participants: 767
- Total Assets: $29.9M
- Sponsor State: CA
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
- SMITH & HOWARD — Accountant / Independent Qualified Public Accountant