· 2022–2024 · DOL EFAST2

LIBERTY OF WEST PALM BEACH LLC — LIBERTY OF WEST PALM BEACH LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250714134104NAL0001800336001

LIBERTY OF WEST PALM BEACH LLC

Form 5500-SF

FILING_RECEIVED

LIBERTY OF WEST PALM BEACH LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

11

Accounts w/ balance

15

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

88

/ 100

Grade A

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

59

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTY OF WEST PALM BEACH LLC.

Plan sponsor

Name

LIBERTY OF WEST PALM BEACH LLC

EIN

26-2815942

Address

711 OCEAN DUNES CIRCLE · JUPITER, FL · 33477

Phone

(561) 644-4186

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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