Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIBERTA & MILO LLP
EIN 11-2876516Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LIBERTA & MILO LLP CASH BALANCE PLAN
CashBalance
Assets$960K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LIBERTA & MILO LLP 401(K) PROFIT SHARING PLAN
401k
Assets$249K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIBERTA & MILO LLP CASH BALANCE PLAN | CashBalance | $960K | 8 | 2024 | |
| 001 | LIBERTA & MILO LLP 401(K) PROFIT SHARING PLAN | 401k | $249K | 8 | 2024 |
Retirement plans