How big is Liberal Finance Service's plan?

Liberal Finance Service's plan reported $614K in assets and 9 participants for 2024.

Original filing (PDF)20250606162309NAL0009307059001

Liberal Finance Service

Name: Liberal Finance Service — Liberal Finance Service, Form 5500 (2024)
Creator: Liberal Finance Service
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Liberal Finance Service 401(k) Plan

401(k) retirement plan · Liberal Finance Service's Liberal Finance Service 401(k) Plan held $614K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$614K

Net assets (EOY)

$614K

People on this filing

William Schwab Jr. signed Liberal Finance Service's 2024 Form 5500 as plan administrator.

William Schwab Jr. — 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

Liberal Finance Service's EIN is 22-1437070.

EIN 22-1437070

Plan number 003

Plan year 2024

ACK ID 20250606162309NAL0009307059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Liberal Finance Service from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Liberal Finance Service'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 LIBERAL FINANCE SERVICE.

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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