How big is Liberty Partners Real Estate, LLC's plan?

Liberty Partners Real Estate, LLC's plan reported $710K in assets and 8 participants for 2024.

Original filing (PDF)20251008103647NAL0009221808001

Liberty Partners Real Estate, LLC

Name: Liberty Partners Real Estate, LLC — Liberty Partners, Form 5500 (2024)
Creator: Liberty Partners Real Estate, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Liberty Partners Retirement Plan

401(k) retirement plan · Liberty Partners Real Estate, LLC's Liberty Partners Retirement Plan held $710K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$710K

Net assets (EOY)

$710K

People on this filing

Rachael Jones signed Liberty Partners Real Estate, LLC's 2024 Form 5500 as plan administrator.

Rachael Jones — 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

Liberty Partners Real Estate, LLC's EIN is 20-5055168.

EIN 20-5055168

Plan number 001

Plan year 2024

ACK ID 20251008103647NAL0009221808001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Liberty Partners Real Estate, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Liberty Partners Real Estate, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score