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Sponsor portfolio

LIBERTY & FREMONT INC

EIN 47-5049832-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$450K assets
Welfare
0
Participants
9
2742 HILLSIDE DRIVE - DELAFIELD, WI 53018608-575-6053
Plans on this EIN
2 filings
#001ProfitSharing-$237K - 4 part#002401k-$212K - 5 part

Retirement portfolio analytics

2 plans aggregated / $450K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • INC. RETIREMENT PLAN (#001)53%
  • INC CG 401K (#002)47%
Total $450KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC CG 401K (#002)5
  • INC. RETIREMENT PLAN (#001)4
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LIBERTY & FREMONT INC. RETIREMENT PLAN

ProfitSharing

Assets$237K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LIBERTY & FREMONT INC CG 401K

401k

Assets$212K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LIBERTY & FREMONT INC. RETIREMENT PLANProfitSharing$237K42025
002LIBERTY & FREMONT INC CG 401K401k$212K52025
Retirement plans
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