Melissa Kennedy signed Liberty Management Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liberty Management Services, Inc.'s EIN is 41-2262515.
Download the official 2024 Form 5500 (PDF) for Liberty Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liberty Management Services, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $248K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-2746212 | — | OTHER SERVICES | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INSURANCE AGENCY LLC | 04-3109325 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.6M | 17.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.9M | 13.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.5M | 11.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.2M | 10.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.2M | 10.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.8M | 8.3% | |
| Vanguard 500 Index Admiral Fund Registered investment company | Common Collective Trusts | — | — | $1.5M | 7.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.1M | 5.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $908K | 4.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $339K | 1.6% | |
| American Funds The Growth Fund of America Registered investment company | Mutual Funds | — | — | $287K | 1.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $254K | 1.2% | |
| Principal Fixed Income Guaranteed Option Guaranteed interest account | Other securities | — | — | $181K | 0.9% | |
| Vanguard Sm Cap Index Adm Fund Registered investment company | Mutual Funds | — | — | $151K | 0.7% | |
| Vanguard Mid Cap Index Adm Fund Registered investment company | Mutual Funds | — | — | $134K | 0.6% | |
| Vanguard Intl Stock Index Adm Fund Registered investment company | Mutual Funds | — | — | $129K | 0.6% | |
| BlackRock Mid-Cap Growth Equity K Fund Registered investment company | Common Stocks | — | — | $129K | 0.6% | |
| T Rowe Price GI Stock I Fund Registered investment company | Mutual Funds | — | — | $114K | 0.5% | |
| Vanguard Total Bond Market Index Adm Fund Registered investment company | Mutual Funds | — | — | $112K | 0.5% | |
| American Funds Amer Balance R6 Fund Registered investment company | Mutual Funds | — | — | $109K | 0.5% | |
| JP Morgan Equity Income R6 Fund Registered investment company | Common Stocks | — | — | $91K | 0.4% | |
| Core Fixed Income Separate Account + Pooled separate account | Pooled Separate Accounts | — | — | $91K | 0.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $91K | 0.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $72K | 0.3% | |
| American Funds NewWorld R6 Registered investment company | Mutual Funds | — | — | $37K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $31K | 0.1% | |
| Pimco International Bond (USD-Hedge) I Fund Registered investment company | Mutual Funds | — | — | $24K | 0.1% | |
| (E) | Other securities | — | — | $24K | 0.1% | |
| JP Morgan Small Cap Growth R6 Fund Registered investment company | Common Stocks | — | — | $21K | 0.1% | |
| Columbia Overseas Value I3 Registered investment company | Common Stocks | — | — | $16K | <0.1% | |
| Columbia Small Cap VI I I3 Fund Registered investment company | Common Stocks | — | — | $9K | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $5K | <0.1% |
