How big is Liberty Doctors, LLC's plan?

Liberty Doctors, LLC's plan reported $5.9M in assets and 315 participants for 2024.

Original filing (PDF)20251015133902NAL0009870770003

Liberty Doctors, LLC

Name: Liberty Doctors, LLC — LD & QHD 401(k) Plan, Form 5500 (2024)
Creator: Liberty Doctors, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

LD & QHD 401(k) Plan

401(k) retirement plan · Liberty Doctors, LLC's LD & QHD 401(k) Plan held $5.9M in plan assets for 315 participants in 2024.

Signals · 3

Late participant contributions27% in single holdingNo recordkeeper disclosed

Active participants

315

Accounts w/ balance

396

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Lissa LARA signed Liberty Doctors, LLC's 2024 Form 5500 as plan administrator.

Lissa LARA — 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 Doctors, LLC's EIN is 45-3367409.

EIN 45-3367409

Plan number 001

Plan year 2024

ACK ID 20251015133902NAL0009870770003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Liberty Doctors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 DOCTORS, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 6K (1% of contributions).
Bottom-decile employer contributions per participant (6th percentile).

Plan sponsor

Name

LIBERTY DOCTORS, LLC

EIN

all filings

Address

8761 DORCHESTER ROAD · SUITE 230 · NORTH CHARLESTON, SC · 29420

Phone

(843) 225-8307

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH, INC.	93-0987232	—	BROKER/DEALER	$0	—

Investments

33 direct securities · 1 pooled fund· $11.8M(100% of reported assets)

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.

Pooled Separate Account

$5.9M

1 holding

Pooled Separate Accounts

$5.9M

32 holdings

Other securities

$57K

1 holding

					% of plan
MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001	Pooled Separate Account	—	—	$5.9M	99.0%
Voya Index Solution 2030 P Z Pooled separate account	Pooled Separate Accounts	—	—	$1.6M	27.2%
Voya Index Solution 2035 P Z Pooled separate account	Pooled Separate Accounts	—	—	$873K	14.7%
Voya Index Solution 2045 P Z Pooled separate account	Pooled Separate Accounts	—	—	$558K	9.4%
Voya Index Solution 2050 P Z Pooled separate account	Pooled Separate Accounts	—	—	$365K	6.2%
Voya Index Solution 2055 P Z Pooled separate account	Pooled Separate Accounts	—	—	$280K	4.7%
Voya Index Solution 2040 P Z Pooled separate account	Pooled Separate Accounts	—	—	$201K	3.4%
American Funds Nw Prspctv R6 Pooled separate account	Pooled Separate Accounts	—	—	$200K	3.4%
Voya Index Solution 2060 P Z Pooled separate account	Pooled Separate Accounts	—	—	$182K	3.1%
MFS Growth Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$157K	2.6%
Vangrd 500 Index Fund Adm Pooled separate account	Pooled Separate Accounts	—	—	$144K	2.4%
MFS Value Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$131K	2.2%
American Funds Am Balanced R6 Pooled separate account	Pooled Separate Accounts	—	—	$131K	2.2%
Voya Gv Mny Mkt F A (Hld Acct) Pooled separate account ** 59 * Voya Index Solution 2025 P Z Pooled separate account	Pooled Separate Accounts	—	—	$129K	2.2%
Vangrd Tot Int Stk In F Adm Pooled separate account	Pooled Separate Accounts	—	—	$124K	2.1%
Voya Index Solution Inc P Z Pooled separate account	Pooled Separate Accounts	—	—	$122K	2.1%
American Funds AMCAP Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$103K	1.7%
Voya Index Solution 2065 P Z Pooled separate account	Pooled Separate Accounts	—	—	$79K	1.3%
PIMCO Income Fund Ins Pooled separate account	Pooled Separate Accounts	—	—	$61K	1.0%
Neuberg Berm MdCp Grw Fnd R6 Pooled separate account	Pooled Separate Accounts	—	—	$57K	1.0%
Voya Fixed Account Investment contract	Other securities	—	—	$57K	1.0%
Vangrd Small-Cap Index Fnd Adm Pooled separate account	Pooled Separate Accounts	—	—	$47K	0.8%
Vangrd Tot Bd Mkt Ind Fd Adm Pooled separate account	Pooled Separate Accounts	—	—	$47K	0.8%
American Funds Wash Mutual R6 Pooled separate account	Pooled Separate Accounts	—	—	$37K	0.6%
DFA Infl-Prot Sec Port Ins Pooled separate account	Pooled Separate Accounts	—	—	$33K	0.6%
ClrBrg SmCp Grw Fd IS Pooled separate account	Pooled Separate Accounts	—	—	$32K	0.5%
Inv Main Street Fd R6 Pooled separate account	Pooled Separate Accounts	—	—	$30K	0.5%
Vangrd Em Mkts Stk Ind Fd Adm Pooled separate account	Pooled Separate Accounts	—	—	$27K	0.4%
DFA US Targeted Vl Port Ins Pooled separate account	Pooled Separate Accounts	—	—	$26K	0.4%
MFS Mid Cap Value Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$21K	0.4%
Vangrd Balanced Index Fnd Adm Pooled separate account	Pooled Separate Accounts	—	—	$20K	0.3%
DFA Real Estate Secs Port Ins Pooled separate account	Pooled Separate Accounts	—	—	$19K	0.3%
Vangrd Mid-Cap Index Fund Adm Pooled separate account	Pooled Separate Accounts	—	—	$17K	0.3%
PIMCO Intl Bd Fnd Unhdg Ins Pooled separate account	Pooled Separate Accounts	—	—	$6K	<0.1%