What public Form 5500 filings show about the M&M Advisors, Inc. DBA Liberty G 401(k) plan — and how to find and check your own account.
M&M Advisors, Inc. DBA Liberty G (EIN 82-3743895) reports M&M ADVISORS, INC. DBA LIBERTY GROUP BENEFITS 401K AND PS PLAN on its most recent Form 5500, with $167K in plan assets across 0 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 M&M Advisors, Inc. DBA Liberty G filing — schedules, fees, and providers.
M&M Advisors, Inc. DBA Liberty G’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 M&M Advisors, Inc. DBA Liberty GHR for the recordkeeper’s name and login.
