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Original filing (PDF)20251015144048NAL0009791426001
LIBERTAS COPPER LLC
Form 5500
FILING_RECEIVED
LIBERTAS COPPER, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
135
Accounts w/ balance
166
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTAS COPPER LLC.
Plan sponsor
Name
LIBERTAS COPPER LLC
EIN
45-3636909
Address
100 WASHINGTON STREET · LEETSDALE, PA · 15056
Phone
(724) 251-4221
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
R.D. HOAG & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $17K | — |
| FORT PITT CAPITAL GROUP | — | PITTSBURGH, PA | NONE | $12K | — |
Investments
28 direct securities· $13.2M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.2M | 16.2% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.8M | 13.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.8M | 12.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.2M | 9.0% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.0M | 7.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $641K | 4.7% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $547K | 4.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $515K | 3.8% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $513K | 3.7% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $489K | 3.6% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $363K | 2.7% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $356K | 2.6% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $294K | 2.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $217K | 1.6% | |
| Eaton Vance Income Fund of Boston R6 Eaton Vance 0 | — | — | — | $194K | 1.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $173K | 1.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $172K | 1.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $92K | 0.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $87K | 0.6% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $79K | 0.6% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $71K | 0.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $67K | 0.5% | |
| Guggenheim Macro Oprtns Fund R6 Guggenheim 0 | — | — | — | $46K | 0.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $41K | 0.3% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $36K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $36K | 0.3% | |
| T. Rowe Price Intl Discovery Inv T. Rowe Price 0 | — | — | — | $33K | 0.2% | |
| American Funds New World R6 American Funds 0 | — | — | — | $28K | 0.2% |
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