Liberty Healthcare Services Retirement Plan
Sponsored by Liberty Healthcare Management, Inc. · EIN 562116528 · Plan #001
- Total assets
- $95.6M
- Net assets
- $95.6M
- Active participants
- 7,263
- With balances
- 6,551
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $366,528 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $97,465 |