Plan Ledger DOL Form 5500 · updated monthly

Liberty Resources Inc403(b)

LIBERTY RESOURCES 403B RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Liberty Resources Inc reported $1,465 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $795 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.031% to 0.033%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,938th of 3,651), and 8,184th of 11,911 in health care & social assistance. In 2024, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,559,538
Participants with balances131
Active participants189
Employer contributions$150,257
Employee contributions$233,622
Employer contribution per active participant$795
Average account balance$34,806
Benefits paid to participants$530,013
Plan auditUnmodified (clean) audit opinion
AuditorHAEFELE FLANAGAN & CO. & P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 131 accts · $150K emplr
2023$4.3M · 132 accts · $157K emplr
2022$3.7M · 109 accts · $135K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,465
Total administrative$1,465
Employer contributions to the Liberty Resources Inc plan · 2024
Employer contribution per active participant$795
Median for plans this size$1,313
2024$795 per active participant
2023$784 per active participant
2022$660 per active participant

Liberty Resources Inc's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,558

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,465 · 0.03%
2023$892 · 0.02%
2022$1,186 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Advanced Personal Care PA$4.6M · 0.87%
Arbutus Park Manor PA$4.6M · 0.67%
Allaire Health Services PA$4.5M · 0.29%
Hias Pennsylvania PA$4.5M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222483916 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.