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Original filing (PDF)20251009102607NAL0011244400001
LIBERTY RESOURCES INC
Form 5500
FILING_RECEIVED
LIBERTY RESOURCES 403B RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
189
Accounts w/ balance
131
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTY RESOURCES INC.
Plan sponsor
Name
LIBERTY RESOURCES INC
EIN
22-2483916
Address
112 NORTH 8TH STREET STE 600 · PHILADELPHIA, PA · 19107
Phone
(215) 634-2000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HAEFELE FLANAGAN & CO. & P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $3K | — |
Investments
28 direct securities · 1 pooled fund· $8.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.5M
28 holdings
Pooled Separate Account
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.0M | 86.7% | |
| AMERICAN CENTURY AMERCENT ONE CHOICE 2040 A MUTUAL FUND SHARES N/A | — | — | — | $539K | 11.8% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | — | — | — | $441K | 9.7% | |
| AMERICAN CENTURY AMERCENT ONE CHOICE 2045 A MUTUAL FUND SHARES N/A | — | — | — | $385K | 8.4% | |
| AMERICAN CENTURY AMERCENT ONE CHOICE 2035 A MUTUAL FUND SHARES N/A | — | — | — | $348K | 7.6% | |
| Variable Annuity Contracts AMERICAN CENTURY AMERCENT ONE CHOICE 2025 A MUTUAL FUND SHARES N/A | — | — | — | $303K | 6.6% | |
| AMERICAN FUNDS AMERFDS FDAMENTAL INVS R3 MUTUAL FUND SHARES N/A | — | — | — | $264K | 5.8% | |
| AMERICAN CENTURY AMERCENT ONE CHOICE 2050 A MUTUAL FUND SHARES N/A | — | — | — | $228K | 5.0% | |
| MFS MASS INVS GRTH STK R2 MUTUAL FUND SHARES N/A | — | — | — | $214K | 4.7% | |
| AMERICAN CENTURY AMERCENT ONE CHOICE IN RET A MUTUAL FUND SHARES N/A | — | — | — | $178K | 3.9% | |
| PRINCIPAL MDCAP S&P 400 IDX R3 MUTUAL FUND SHARES N/A | — | — | — | $178K | 3.9% | |
| VICTORY SYCAM ESTABLISH VAL R MUTUAL FUND SHARES N/A | — | — | — | $163K | 3.6% | |
| Notes Receivable from Participants Interest Rate - 4.25% Maturity dates range from 4/10/2025 to 6/12/2033 $ -0- | — | — | — | $153K | 3.4% | |
| PRUDENTIAL PGIM JENN SMALLCOMP A MUTUAL FUND SHARES N/A | — | — | — | $152K | 3.3% | |
| AMERICAN CENTURY AMERCENT ONE CHOICE 2030 A MUTUAL FUND SHARES N/A | — | — | — | $132K | 2.9% | |
| INVESCO GLOBAL A MUTUAL FUND SHARES N/A | — | — | — | $128K | 2.8% | |
| AMERICAN FUNDS AMERFDS EUROPAC GRTH R3 MUTUAL FUND SHARES N/A | — | — | — | $106K | 2.3% | |
| AMERICAN CENTURY AMERCENT ONE CHOICE 2055 A MUTUAL FUND SHARES N/A | — | — | — | $102K | 2.2% | |
| VIRTUS CEREDEX LCV EQTY A MUTUAL FUND SHARES N/A | — | — | — | $94K | 2.1% | |
| VICTORY PIONEER BOND A MUTUAL FUND SHARES N/A | — | — | — | $90K | 2.0% | |
| STATE STREET STATE STREET EQUTY 500 INDX R MUTUAL FUND SHARES N/A | — | — | — | $88K | 1.9% | |
| AMERICAN CENTURY AMERCENT SMCAP VAL A MUTUAL FUND SHARES N/A | — | — | — | $49K | 1.1% | |
| PRINCIPAL SMCAP S&P 600 IDX R3 MUTUAL FUND SHARES N/A | — | — | — | $46K | 1.0% | |
| CALVERT EQUITY A MUTUAL FUND SHARES N/A | — | — | — | $42K | 0.9% | |
| PRUDENTIAL PGIM HIGH-YIELD A MUTUAL FUND SHARES N/A | — | — | — | $37K | 0.8% | |
| AMERICAN CENTURY AMERCENT ONE CHOICE 2060 A MUTUAL FUND SHARES N/A | — | — | — | $37K | 0.8% | |
| PIMCO REAL RETURN R MUTUAL FUND SHARES N/A | — | — | — | $22K | 0.5% | |
| THORNBURG INV INC BUILDER R3 MUTUAL FUND SHARES N/A | — | — | — | $18K | 0.4% | |
| AMERICAN CENTURY AMERCENT ONE CHOICE 2065 A MUTUAL FUND SHARES N/A | — | — | — | $7K | 0.2% |
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