How big is Libertas Wealth Management's plan?

Libertas Wealth Management's plan reported $8K in assets and 3 participants for 2024.

Original filing (PDF)20251126140746NAL0002453971001

Libertas Wealth Management

Name: Libertas Wealth Management — Libertas Wealth, Form 5500 (2024)
Creator: Libertas Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Libertas Wealth Management SOCA Benefit Plan

Health & welfare plan · Libertas Wealth Management's Libertas Wealth Management SOCA Benefit Plan held $8K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8K

Net assets (EOY)

$3K

People on this filing

Matt Appenzeller signed Libertas Wealth Management's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Libertas Wealth Management's EIN is 20-2766535.

EIN 20-2766535

Plan number 501

Plan year 2024

ACK ID 20251126140746NAL0002453971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Libertas Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Libertas Wealth Management's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIBERTAS WEALTH MANAGEMENT.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score