How big is Liberty Mechanical Inc.'s plan?

Liberty Mechanical Inc.'s plan reported $1.0M in assets and 31 participants for 2024.

Original filing (PDF)20250715110409NAL0001544019001

Liberty Mechanical Inc.

Name: Liberty Mechanical Inc. — Liberty Mechanical Inc., Form 5500 (2024)
Creator: Liberty Mechanical Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Liberty Mechanical Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Liberty Mechanical Inc.'s Liberty Mechanical Inc. 401(k) Profit Sharing Plan & Trust held $1.0M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Edward Rojas signed Liberty Mechanical Inc.'s 2024 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Liberty Mechanical Inc.'s EIN is 45-3069816.

EIN 45-3069816

Plan number 001

Plan year 2024

ACK ID 20250715110409NAL0001544019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Liberty Mechanical Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Liberty Mechanical Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

LIBERTY MECHANICAL INC

EIN

all filings

Address

1827 HOBBS DR · DELAVAN, WI · 531152028

Phone

(262) 295-8630

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator