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LIEBERMAN COMPANIES, INC. — LIEBERMAN COMPANIES, INC. INCENTIVE SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250903112050NAL0015318273001
LIEBERMAN COMPANIES, INC.
Form 5500-SF
FILING_RECEIVED
LIEBERMAN COMPANIES, INC. INCENTIVE SAVINGS PLAN
401(k) retirement plan
Active participants
107
Accounts w/ balance
56
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
Plan health score (directional)
83
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LIEBERMAN COMPANIES, INC.
.
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Plan sponsor
Name
LIEBERMAN COMPANIES, INC.
EIN
41-0905764
Address
9361 PENN AVE S · BLOOMINGTON, MN · 55431
Phone
(952) 887-5232
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
52% balance-to-active ratio — below typical for a healthy 401(k).
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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