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Original filing (PDF)20251014152030NAL0001603619001
LIBERTY LINES TRANSIT, INC.
Form 5500
FILING_RECEIVED
THE LIBERTY LINES 401(K)
401(k) retirement plan
Active participants
764
Accounts w/ balance
490
Plan assets (EOY)
$42.4M
Net assets (EOY)
$42.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTY LINES TRANSIT, INC..
Plan sponsor
Name
LIBERTY LINES TRANSIT, INC.
EIN
13-3096342
Address
475 SAW MILL RIVER ROAD · YONKERS, NY · 10701
Phone
(914) 376-6405
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRAGER METIS CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $2K | — |
Investments
27 direct securities · 1 pooled fund· $40.3M(95% of reported assets)
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.
Uncategorized
$37.2M
27 holdings
Common Collective Trust
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Smart Retirement 2030 R6 Registered investment company shares | — | — | — | $8.0M | 19.0% | |
| JPMorgan Smart Retirement 2035 R6 Registered investment company shares | — | — | — | $6.0M | 14.1% | |
| JPMorgan Smart Retirement 2040 R6 Registered investment company shares | — | — | — | $3.9M | 9.3% | |
| JPMorgan Smart Retirement 2025 R6 Registered investment company shares | — | — | — | $3.8M | 8.9% | |
| JPMorgan Smart Retirement 2045 R6 Registered investment company shares | — | — | — | $3.4M | 7.9% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $3.1M | 7.3% | |
| JPMorgan Smart Retirement 2020 R6 Registered investment company shares | — | — | — | $1.9M | 4.5% | |
| AB Large Cap Growth Z Registered investment company shares | — | — | — | $1.8M | 4.3% | |
| Vanguard 500 Index Fund - Admiral Registered investment company shares | — | — | — | $1.3M | 3.1% | |
| JPMorgan Equity Income R6 Registered investment company shares | — | — | — | $1.0M | 2.4% | |
| party par or maturity value Cost** Current Value * JPMorgan Smart Retirement Income R6 Registered investment company shares | — | — | — | $1.0M | 2.4% | |
| JPMorgan Smart Retirement 2050 R6 Registered investment company shares | — | — | — | $919K | 2.2% | |
| JPMorgan Smart Retirement 2055 R6 Registered investment company shares | — | — | — | $726K | 1.7% | |
| Blackrock Total Return K Registered investment company shares | — | — | — | $647K | 1.5% | |
| Vanguard Mid Cap Index ADM Registered investment company shares | — | — | — | $420K | 1.0% | |
| MFS Mid Cap Growth R6 Registered investment company shares | — | — | — | $379K | 0.9% | |
| Blackrock High Yield Bond Portfolio K Registered investment company shares | — | — | — | $343K | 0.8% | |
| Vanguard Small Cap Index Fund - Admiral Registered investment company shares | — | — | — | $270K | 0.6% | |
| Principal Real Estate Securities R6 Registered investment company shares | — | — | — | $211K | 0.5% | |
| JPMorgan US Equity R6 Registered investment company shares | — | — | — | $201K | 0.5% | |
| American Century Small Cap Growth R6 Registered investment company shares | — | — | — | $189K | 0.4% | |
| American Century Small Cap Value R6 Registered investment company shares | — | — | — | $169K | 0.4% | |
| JPMorgan Smart Retirement 2060 R6 Registered investment company shares | — | — | — | $136K | 0.3% | |
| Fidelity Advisor Diversified Int'l Z Registered investment company shares | — | — | — | $110K | 0.3% | |
| Vanguard Total Intl Stock Index Admiral Registered investment company shares | — | — | — | $86K | 0.2% | |
| American Beacon Int'l. Equity R6 Registered investment company shares | — | — | — | $73K | 0.2% | |
| MFS Mid Cap Value R6 Registered investment company shares | — | — | — | $70K | 0.2% | |
| American Century Emerging Markets R6 Registered investment company shares | — | — | — | $44K | 0.1% |
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