Liberty Retirement Pooled Employer Plan
Sponsored by Plan Professionals, Llc · EIN 853213245 · Plan #303 · Shrewsbury, NJ
- Total assets
- $0
- Net assets
- $0
- Active participants
- 214
- With balances
- 0
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $5,139 |
| Plan Professionals, Llc D/B/A Nppg | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,855 |
| Lpl Financial Corporation | Investment advisory (plan) | $121 |