Robert M. Parry signed Liberty Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liberty Bank's EIN is 06-0452570.
Download the official 2024 Form 5500 (PDF) for Liberty Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liberty Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $176K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC LLC | 26-1429809 | — | NONE | $58K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $208 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TROWE PRICE BLUE CHIP GRTH INS Mutual Funds | Mutual Funds | — | — | $15.5M | 12.3% | |
| FIDELITY 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $15.1M | 12.0% | |
| T. ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $12.8M | 10.1% | |
| SCHWAB FDMTL US LG CO IDX Mutual Funds | Common Collective Trusts | — | — | $12.5M | 9.9% | |
| EUROPACIFIC GROWTH R6 Mutual Funds | Other securities | — | — | $8.8M | 7.0% | |
| PIMCO TOTAL RETURN FUND Mutual Funds | Mutual Funds | — | — | $7.3M | 5.8% | |
| NEW YORK LIFE ANCHOR ACCT IV Pooled Separate Account | Pooled Separate Accounts | — | — | $6.4M | 5.1% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $6.4M | 5.1% | |
| T. ROWE PRICE RET 2040 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $6.1M | 4.9% | |
| T. ROWE PRICE RET 2050 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $5.0M | 4.0% | |
| T. ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $4.7M | 3.8% | |
| FIDELITY EXTENDED MARKET INDEX Mutual Funds | Mutual Funds | — | — | $3.7M | 3.0% | |
| VICTORY ESTABLISHED VALUE I Mutual Funds | Other securities | — | — | $3.6M | 2.8% | |
| SCHWAB PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $3.5M | 2.8% | |
| TROWE QM US SMALLCAP GRTH EQ I Mutual Funds | Other securities | — | — | $3.0M | 2.3% | |
| T. ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.2% | |
| BARON GROWTH INSTITUTIONAL Registered Investment Company | Common Stocks | — | — | $2.5M | 2.0% | |
| T. ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.7% | |
| FIDELITY US BOND INDEX Mutual Funds | Mutual Funds | — | — | $2.0M | 1.6% | |
| PARTICIPANT LOANS (3.25% - 8.50%) | Bonds / Notes | — | — | $1.9M | 1.5% | |
| T. ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.3% | |
| FIDELITY GLOBAL EX US INDEX Mutual Funds | Mutual Funds | — | — | $1.6M | 1.2% | |
| T. ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.1% | |
| T. ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.8% | |
| T. ROWE PRICE RET 2005 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $684K | 0.5% | |
| T. ROWE PRICE RET 2015 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $303K | 0.2% | |
| T. ROWE PRICE RET 2010 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $249K | 0.2% | |
| T.ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $156K | 0.1% |
