Original filing (PDF)20250722105254NAL0002971872001

LIBERTY CAPITAL SERVICES LLC

Name: LIBERTY CAPITAL SERVICES LLC — LIBERTY CAPITAL SERVICES LLC 401K PLAN, Form 5500 (2024)
Creator: LIBERTY CAPITAL SERVICES LLC

Form 5500-SF

FILING_RECEIVED

LIBERTY CAPITAL SERVICES LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$911K

Net assets (EOY)

$911K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIBERTY CAPITAL SERVICES LLC.

Plan sponsor

Name

LIBERTY CAPITAL SERVICES LLC

EIN

11-3434137all filings

Address

1205 FRANKLIN AVE · GARDEN CITY, NY · 11530

Phone

(516) 877-0797

Industry

Finance & Insurancesee all

Plan administrator

Name

DAVID TANNER

EIN

11-3434137

City

EAST WILLISTON, NY

Phone

(516) 877-0797

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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