Tracee Quinnell signed Liberty Energy Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liberty Energy Services LLC's EIN is 45-3073116.
Download the official 2024 Form 5500 (PDF) for Liberty Energy Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liberty Energy Services 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $371K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| Common/collective investment trusts * Principal Target 2050 Fund | Common Collective Trusts | — | — | $51.4M | 15.1% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $51.4M | 15.1% | |
| Principal Target 2055 Fund | Other securities | — | — | $48.4M | 14.2% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $48.4M | 14.2% | |
| Principal Target 2045 Fund | Other securities | — | — | $39.1M | 11.4% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $39.1M | 11.4% | |
| Principal Target 2060 Fund | Other securities | — | — | $27.5M | 8.1% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $27.5M | 8.1% | |
| Principal Target 2040 Fund | Other securities | — | — | $26.8M | 7.9% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $26.8M | 7.9% | |
| balances | Other securities | — | — | $21.1M | 6.2% | |
| Principal Target 2035 Fund | Other securities | — | — | $21.1M | 6.2% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $21.1M | 6.2% | |
| Fidelity 500 Index | Mutual Funds | — | — | $17.9M | 5.2% | |
| Fidelity Large-Cap Growth Index | Mutual Funds | — | — | $16.0M | 4.7% | |
| Principal Target 2030 Fund | Other securities | — | — | $11.2M | 3.3% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $11.2M | 3.3% | |
| Principal Target 2065 Fund | Other securities | — | — | $8.6M | 2.5% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $8.6M | 2.5% | |
| Principal Target 2025 Fund | Other securities | — | — | $4.4M | 1.3% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.4M | 1.3% | |
| Hartford Mutual Funds Hartford International Opportunity R6 | Other securities | — | — | $4.0M | 1.2% | |
| Fidelity Mid-Cap Index | Mutual Funds | — | — | $3.9M | 1.2% | |
| JP Morgan Mid-Cap Growth R6 | Other securities | — | — | $3.9M | 1.1% | |
| Goldman Sachs Financial Square Treasury Solutions | Other securities | — | — | $3.8M | 1.1% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $3.4M | 1.0% | |
| Vanguard Small-Cap Value Index Admiral | Mutual Funds | — | — | $2.9M | 0.9% | |
| MFS Value R6 | Mutual Funds | — | — | $2.5M | 0.7% | |
| MassMutual Mid-Cap Growth Institutional | Other securities | — | — | $2.4M | 0.7% | |
| Fidelity Small-Cap Index | Mutual Funds | — | — | $2.4M | 0.7% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $2.2M | 0.6% | |
| * Liberty Energy Inc. Liberty Energy Inc. | Common Stocks | — | — | $2.1M | 0.6% | |
| Vanguard Short-Term Federal Admiral | Mutual Funds | — | — | $1.9M | 0.6% | |
| Fidelity Energy Z | Mutual Funds | — | — | $1.6M | 0.5% | |
| Victory Core Plus Intermediate Bond R6 | Other securities | — | — | $1.6M | 0.5% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $1.6M | 0.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1.4M | 0.4% | |
| Principal Target 2020 Fund | Other securities | — | — | $1.1M | 0.3% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| Principal Target 2070 Fund | Other securities | — | — | $1000K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $1000K | 0.3% | |
| American Funds U.S. Government Securities R6 | Mutual Funds | — | — | $821K | 0.2% | |
| Principal Income Fund | Other securities | — | — | $784K | 0.2% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $784K | 0.2% | |
| PGIM High Yield R6 | Other securities | — | — | $768K | 0.2% | |
| Principal Target 2015 Fund | Other securities | — | — | $664K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $664K | 0.2% | |
| Nuveen Inflation Linked Bond R6 | Mutual Funds | — | — | $462K | 0.1% | |
| Vanguard Small-Cap Growth Index Admiral | Mutual Funds | — | — | $131K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
