Judith Martino signed Liberation Programs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liberation Programs, Inc.'s EIN is 06-0867006.
Download the official 2024 Form 5500 (PDF) for Liberation Programs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liberation Programs, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $1.3M | 28.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $651K | 14.6% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $459K | 10.3% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $428K | 9.6% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $301K | 6.8% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $128K | 2.9% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $114K | 2.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $113K | 2.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $112K | 2.5% | |
| THORNBURG INTL EQUITY R6 | Registered Investment Companies | — | — | $103K | 2.3% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $87K | 2.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $79K | 1.8% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $64K | 1.5% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $51K | 1.1% | |
| NUV LIFECYCLE IDX RET INC R6 950 REGISTERED INVESTMENT COMPANY WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $46K | 1.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $46K | 1.0% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $45K | 1.0% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $41K | 0.9% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $38K | 0.9% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $28K | 0.6% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $27K | 0.6% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $12K | 0.3% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $9K | 0.2% | |
| TR PRICE MID CAP VALUE | Registered Investment Companies | — | — | $7K | 0.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $10K |
| — |
