What public Form 5500 filings show about the Liberty Management Services, Inc. 401(k) plan — and how to find and check your own account.
Liberty Management Services, Inc. (EIN 41-2262515) reports LIBERTY RESOURCES RETIREMENT PLAN on its most recent Form 5500, with $21.0M in plan assets across 1,405 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 Management Services, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Liberty Management Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ADVISORS, MML INVESTORS SERVICES, MML INSURANCE AGENCY.
