· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LIBERTY SQUARE GROUP INC. — LIBERTY SQUARE GROUP INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250814114126NAL0011800320001
LIBERTY SQUARE GROUP INC.
Form 5500-SF
FILING_RECEIVED
LIBERTY SQUARE GROUP INC. 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
23
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LIBERTY SQUARE GROUP INC.
.
Find decision makers
Plan sponsor
Name
LIBERTY SQUARE GROUP INC.
EIN
04-3482783
Address
90 SHERMAN ST · CAMBRIDGE, MA · 02140
Phone
(617) 702-2975
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
NOMAD SOUND SYSTEMS, INC.
NOMAD SOUND SYSTEMS, INC. PROFIT SHARING PLAN
$1.3M · 19 participants
GARY'S HEATING & AIR CONDITIONING, CO.
GARY'S HEATING & AIR CONDITIONING, CO. 401(K) PLAN
$1.3M · 20 participants
AS/R SYSTEMS, INC.
AS/R SYSTEMS, INC. DEFINED BENEFIT PENSION PLAN
$1.3M · 2 participants
BOCOUP, LLC
BOCOUP, LLC 401(K) PROFIT SHARING PLAN
$1.3M · 6 participants
STEVE'S PRECISION DENTAL LABORATORIES, INC.
STEVE'S PRECISION DENTAL LABORATORIES, INC. PROFIT SHARING/401(K) SAVINGS PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 28 participants
BATTELLE MEMORIAL INSTITUTE
BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF
$1.3M · 7,283 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
