How big is Libertas Institute's plan?

Libertas Institute's plan reported $626K in assets and 13 participants for 2024.

Original filing (PDF)20250725124126NAL0014785842001

Libertas Institute

Name: Libertas Institute — Libertas Institute 403(b) Plan, Form 5500 (2024)
Creator: Libertas Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Libertas Institute 403(b) Plan

401(k) retirement plan · Libertas Institute's Libertas Institute 403(b) Plan held $626K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$626K

Net assets (EOY)

$626K

People on this filing

James Sweeney signed Libertas Institute's 2024 Form 5500 as plan administrator.

James Sweeney — 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

Libertas Institute's EIN is 45-5254794.

EIN 45-5254794

Plan number 001

Plan year 2024

ACK ID 20250725124126NAL0014785842001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Libertas Institute's plan includes ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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 (93rd percentile).

Plan sponsor

Name

LIBERTAS INSTITUTE

EIN

all filings

Address

785 EAST 200 SOUTH · SUITE 2 · LEHI, UT · 84043

Phone

(801) 901-0310

Industry

Educational Services

Plan administrator