AUMdb

Liberty Resources 403 B Retirement Plan

Sponsored by Liberty Resources Inc · EIN 222483916 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
189
With balances
131

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
American United Life Insurance Co Recordkeeping, Participant loan processing, Direct payment from the plan $2,558