How big is Liberty Fund, Inc.'s plan?

Liberty Fund, Inc.'s plan reported $18.7M in assets and 42 participants for 2025.

Original filing (PDF)20260428100503NAL0005440419001

Liberty Fund, Inc.

Name: Liberty Fund, Inc. — Liberty Fund, Inc. Retirement, Form 5500 (2025)
Creator: Liberty Fund, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Liberty Fund, Inc. Retirement Plan

401(k) retirement plan · Liberty Fund, Inc.'s Liberty Fund, Inc. Retirement Plan held $18.7M in plan assets for 42 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.7M

Net assets (EOY)

$18.7M

Plan identifiers

Liberty Fund, Inc.'s EIN is 35-1320021.

EIN 35-1320021

Plan number 001

Plan year 2025

ACK ID 20260428100503NAL0005440419001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Liberty Fund, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Liberty Fund, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIBERTY FUND, INC..

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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