· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LIBERTY ASSISTED LIVING, INCORPORATED — EDEN HOMES OF POTOMAC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250618101648NAL0005572546001
LIBERTY ASSISTED LIVING, INCORPORATED
Form 5500-SF
FILING_RECEIVED
EDEN HOMES OF POTOMAC 401(K) PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
14
Plan assets (EOY)
$208K
Net assets (EOY)
$208K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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
LIBERTY ASSISTED LIVING, INCORPORATED
.
Find decision makers
Plan sponsor
Name
LIBERTY ASSISTED LIVING, INCORPORATED
EIN
45-0595305
Address
8919 LIBERTY LANE · POTOMAC, MD · 20854
Phone
(301) 299-0090
Industry
Health Care & Social Assistance
see 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
2025-06-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
NICOLE BALDWIN, LLC ASSOCIATION, INC.
TELEHEALTH CONNECT PROFIT SHARING PLAN
$208K · 14 participants
ELDER ASHRAM
ELDER ASHRAM 401(K) PLAN
$208K · 46 participants
SIENNA EXTENDED CARE & REHAB, LLC
SIENNA EXTENDED CARE & REHAB 401(K) PLAN
$208K · 70 participants
AC & E INC
MGH ADULT MEDICAL DAY CARE 401K
$208K · 13 participants
ALLIANCE SUMMIT GROUP
ALLIANCE SUMMIT GROUP
$208K · 86 participants
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SAFIRE REHABILITATION NORTHTOWNS, LLC
SAFIRE REHABILITATION NORTHTOWNS, LLC 401(K) PLAN
$207K · 27 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
