What public Form 5500 filings show about the Liberty Benefits Group DBA LBG Advisors 401(k) plan — and how to find and check your own account.
Liberty Benefits Group DBA LBG Advisors (EIN 92-0193732) reports LIBERTY BENEFITS GROUP DBA LBG ADVISORS 401K PLAN on its most recent Form 5500, with $1.2M in plan assets across 8 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 Liberty Benefits Group DBA LBG Advisors filing — schedules, fees, and providers.
Liberty Benefits Group DBA LBG Advisors’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 Liberty Benefits Group DBA LBG AdvisorsHR for the recordkeeper’s name and login.
