ERIK Christiansen signed Liberty Lending, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liberty Lending, LLC's EIN is 37-1779212.
Download the official 2024 Form 5500 (PDF) for Liberty Lending, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liberty Lending, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $2.1M | 25.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.4M | 17.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $996K | 12.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $662K | 8.3% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $486K | 6.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $271K | 3.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $270K | 3.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $215K | 2.7% | |
| PIONEER FUNDAMENTAL GROWTH Y | Registered Investment Companies | — | — | $181K | 2.3% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $178K | 2.2% | |
| MFS MID CAP GROWTH FUND R3 | Registered Investment Companies | — | — | $151K | 1.9% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $130K | 1.6% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $127K | 1.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $123K | 1.5% | |
| FRANKLIN CORE PLUS BOND ADV | Registered Investment Companies | — | — | $110K | 1.4% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $93K | 1.2% | |
| FRANKLIN SMALL CAP VALUE - ADV | Registered Investment Companies | — | — | $88K | 1.1% | |
| BLACKROCK EQ DIV - INSTL | Registered Investment Companies | — | — | $82K | 1.0% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $69K | 0.9% | |
| FRANKLIN SM CAP GROWTH - ADV | Registered Investment Companies | — | — | $33K | 0.4% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $31K | 0.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $18K | 0.2% | |
| HARTFORD INTERNATIONAL OPP R4 | Registered Investment Companies | — | — | $14K | 0.2% | |
| INVESCO CORE BOND Y | Registered Investment Companies | — | — | $2K | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
