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Original filing (PDF)20250905094239NAL0017063297001
LIBERTY ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
LIBERTY ELECTRONICS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
371
Accounts w/ balance
486
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
38 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTY ELECTRONICS, INC..
Plan sponsor
Name
LIBERTY ELECTRONICS, INC.
EIN
25-1495476
Address
189 HOWARD STREET · FRANKLIN, PA · 16323
Phone
(814) 432-7505
Industry
Manufacturingsee 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
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MCGILL, POWER, BELL & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $31K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 43-0345811 | — | INVESTMENT ADVISOR | $18K | — |
| WILSHIRE ASSOCIATES INC (USA | 95-2755361 | — | INVESTMENT ADVISOR | $2K | — |
Investments
37 direct securities · 2 pooled funds· $25.1M(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.
Pooled Separate Account
$12.9M
2 holdings
Uncategorized
$12.1M
36 holdings
Pooled Separate Accounts
$153K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNTS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12.2M | 94.8% | |
| John Hancock American Funds The Growth Fund of America | — | — | — | $1.4M | 11.0% | |
| John Hancock American Funds 2045 Target Date Retirement Fund | — | — | — | $1.0M | 7.8% | |
| John Hancock Hartford MidCap Fund | — | — | — | $869K | 6.7% | |
| John Hancock American Funds Capital World Growth and Income Fund | — | — | — | $813K | 6.3% | |
| John Hancock American Funds 2035 Target Date Retirement Fund | — | — | — | $742K | 5.8% | |
| John Hancock TIAA-CREF Large-Cap Growth Index Fund | — | — | — | $723K | 5.6% | |
| John Hancock American Funds 2055 Target Date Retirement Fund | — | — | — | $717K | 5.6% | |
| John Hancock American Funds 2060 Target Date Retirement Fund | — | — | — | $707K | 5.5% | |
| JOHN HANCOCK STABLE VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $660K | 5.1% | |
| John Hancock DFA US Large Company Fund | — | — | — | $558K | 4.3% | |
| John Hancock JPMorgan Equity Income Fund | — | — | — | $536K | 4.2% | |
| John Hancock American Funds 2050 Target Date Retirement Fund | — | — | — | $512K | 4.0% | |
| John Hancock American Funds 2030 Target Date Retirement Fund | — | — | — | $483K | 3.7% | |
| John Hancock American Funds 2040 Target Date Retirement Fund | — | — | — | $455K | 3.5% | |
| John Hancock American Funds Capital Income Builder | — | — | — | $421K | 3.3% | |
| John Hancock BlackRock High Yield Bond Fund | — | — | — | $326K | 2.5% | |
| John Hancock American Funds New Perspective Fund | — | — | — | $241K | 1.9% | |
| John Hancock American Funds Washington Mutual Investors Fund | — | — | — | $221K | 1.7% | |
| John Hancock American Funds 2025 Target Date Retirement Fund | — | — | — | $215K | 1.7% | |
| John Hancock American Funds 2065 Target Date Retirement Fund | — | — | — | $181K | 1.4% | |
| s * John Hancock AB Small Cap Growth Fund | Pooled Separate Accounts | — | — | $153K | 1.2% | |
| John Hancock Western Asset Core Bond Fund | — | — | — | $151K | 1.2% | |
| John Hancock American Funds 2015 Target Date Retirement Fund | — | — | — | $131K | 1.0% | |
| John Hancock American Funds SMALLCAP World Fund | — | — | — | $125K | 1.0% | |
| John Hancock American Funds The Investment Company of America | — | — | — | $95K | 0.7% | |
| John Hancock Putnam Large Cap Value Fund | — | — | — | $86K | 0.7% | |
| John Hancock American Funds New World Fund | — | — | — | $67K | 0.5% | |
| John Hancock Undiscovered Managers Behavioral Value Fund | — | — | — | $61K | 0.5% | |
| John Hancock DFA Inflation-Protected Securities Fund | — | — | — | $44K | 0.3% | |
| John Hancock Allspring Government Securities Fund | — | — | — | $41K | 0.3% | |
| John Hancock Vanguard International Value Fund | — | — | — | $26K | 0.2% | |
| John Hancock PIMCO International Bond Fund (USD-Hedged) | — | — | — | $23K | 0.2% | |
| John Hancock Blue Chip Growth Fund | — | — | — | $21K | 0.2% | |
| John Hancock American Funds 2020 Target Date Retirement Fund | — | — | — | $19K | 0.1% | |
| John Hancock Cohen & Steers Real Estate Securities Fund | — | — | — | $15K | 0.1% | |
| John Hancock American Funds 2010 Target Date Retirement Fund | — | — | — | $12K | <0.1% | |
| John Hancock Federated Hermes Total Return Bond Fund | — | — | — | $7K | <0.1% | |
| John Hancock Invesco Growth and Income Fund | — | — | — | $1K | <0.1% |