LIBERTAS WEALTH MANAGEMENT GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the LIBERTAS WEALTH MANAGEMENT GROUP, INC. 401(k) plan — and how to find and check your own account.
The LIBERTAS WEALTH MANAGEMENT GROUP, INC. 401(k) on its latest Form 5500
LIBERTAS WEALTH MANAGEMENT GROUP, INC. (EIN 20-2766535) reports LIBERTAS WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $686K in plan assets across 5 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full LIBERTAS WEALTH MANAGEMENT GROUP, INC. filing — schedules, fees, and providers.
Who runs the LIBERTAS WEALTH MANAGEMENT GROUP, INC. 401(k)?
LIBERTAS WEALTH MANAGEMENT GROUP, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask LIBERTAS WEALTH MANAGEMENT GROUP, INC.HR for the recordkeeper’s name and login.
How to check your LIBERTAS WEALTH MANAGEMENT GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask LIBERTAS WEALTH MANAGEMENT GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).