# The Liberty Company Insurance Brokers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-liberty-company-insurance-brokers-inc-401k-plan

> The Liberty Company Insurance Brokers, INC.&#39;s 401(k) plan: 767 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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

## Similar Plans

- [Woodruff-Sawyer & Co.](https://planprovider.pro/companies/woodruff-sawyer-co-plan) — 741 participants

- [Hippo Employee Services INC.](https://planprovider.pro/companies/hippo-employee-services-inc-401k-plan) — 688 participants

- [Next Insurance, INC.](https://planprovider.pro/companies/next-insurance-inc-401k-plan) — 766 participants

- [Smith Health, INC.](https://planprovider.pro/companies/smith-health-inc-plan) — 669 participants

- [Woodruff Sawyer & Co.](https://planprovider.pro/companies/woodruff-sawyer-co-401k-plan) — 841 participants

- [Heffernan Insurance Brokers](https://planprovider.pro/companies/heffernan-insurance-brokers-inc-401k-plan) — 870 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-liberty-company-insurance-brokers-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
