Liberty Title Co. Profit Sharing Plan & Trust
Sponsored by Liberty Title Agency, Inc. · EIN 382031938 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 100
- With balances
- 142
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $32,118 |
| Gallagher Fiduciary Advisors | Consulting (pension), Investment advisory (plan), Investment management fees (direct) | $28,474 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $14,000 |