Liberty Bank 401(k) Plan
Sponsored by Liberty Bank · EIN 060452570 · Plan #002
- Total assets
- $126M
- Net assets
- $126M
- Active participants
- 823
- With balances
- 1,005
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $176,383 |
| Nepc Llc | Investment management, Direct payment from the plan | $57,814 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $26,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $208 |