Back to filter
Original filing (PDF)20250402191443NAL0015103168001
4LIBERTY, INC.
Form 5500-SF
FILING_RECEIVED
4LIBERTY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
127
Accounts w/ balance
119
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 4LIBERTY, INC..
Plan sponsor
Name
4LIBERTY, INC.
EIN
26-4658294
Address
7675 DAGGET ST # 200 · SAN DIEGO, CA · 92111
Phone
(619) 787-6300
Industry
Information / Tech / Mediasee 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
2025-04-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Information / Tech / Media plans
OVATION WIRELESS MANAGEMENT, INC.
OVATION WIRELESS MANAGEMENT INC 401K PS PLAN
$5.3M · 37 participants
PINNACLE COMMUNICATIONS CORP.
PINNACLE COMMUNICATIONS CORP. 401(K) SAFE HARBOR PLAN
$5.3M · 120 participants
GLP COMMUNICATIONS, INC.
GLP COMMUNICATIONS, INC. PROFIT SHARING PLAN
$5.3M · 14 participants
LINCOLNVILLE TELEPHONE COMPANY
LINCOLNVILLE TELEPHONE COMPANY SAVINGS & INVESTMENT PLAN
$5.3M · 32 participants
TECH SPEC INC.
ADVANCED BUSINESS COMMUNICATIONS PENSION PLAN
$5.3M · 5 participants
FARMER'S MUTUAL TELEPHONE COOP
FARMER'S MUTUAL TELEPHONE COOP 401(K) PROFIT SHARING PLAN
$5.3M · 23 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B