Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIBERTY INTEGRATED SOLUTIONS, INC.
EIN 20-3196004marketing and advertisingLatest filing 2024
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
35
1765 WOODHAVEN DRIVE, SUITE B - BENSALEM, PA 19020215-743-8300liberty-integrated.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 35 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
LIBERTY INTEGRATED SOLUTIONS, INC. CASH BALANCE PLAN
CashBalance
Assets$4.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LIBERTY INTEGRATED SOLUTIONS, INC. 401(K) PLAN
401k
Assets$1.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIBERTY INTEGRATED SOLUTIONS, INC. CASH BALANCE PLAN | CashBalance | $4.6M | 18 | 2024 | |
| 001 | LIBERTY INTEGRATED SOLUTIONS, INC. 401(K) PLAN | 401k | $1.3M | 17 | 2024 |
Retirement plans