How big is Liberty Home Mortgages, LLC's plan?

Liberty Home Mortgages, LLC's plan reported $862K in assets and 4 participants for 2024.

Original filing (PDF)20250625125155NAL0018915250001

Liberty Home Mortgages, LLC

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

Form 5500-SF

FILING_RECEIVED

Liberty Home Mortgages, LLC 401(k) Plan

401(k) retirement plan · Liberty Home Mortgages, LLC's Liberty Home Mortgages, LLC 401(k) Plan held $862K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$862K

Net assets (EOY)

$862K

People on this filing

James Willard signed Liberty Home Mortgages, LLC's 2024 Form 5500 as plan administrator.

James Willard — 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 Home Mortgages, LLC's EIN is 26-4193199.

EIN 26-4193199

Plan number 002

Plan year 2024

ACK ID 20250625125155NAL0018915250001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Liberty Home Mortgages, 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 HOME MORTGAGES, LLC.

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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