How big is Liberty Wealth Management's plan?

Liberty Wealth Management's plan reported $741K in assets and 2 participants for 2024.

Original filing (PDF)20250731170424NAL0002757747001

Liberty Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Liberty Wealth Management 401(k) Plan

401(k) retirement plan · Liberty Wealth Management's Liberty Wealth Management 401(k) Plan held $741K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$741K

Net assets (EOY)

$741K

People on this filing

Joel Sambursky signed Liberty Wealth Management's 2024 Form 5500 as plan administrator.

Joel Sambursky — 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 Wealth Management's EIN is 45-5488542.

EIN 45-5488542

Plan number 001

Plan year 2024

ACK ID 20250731170424NAL0002757747001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Liberty Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WEALTH MANAGEMENT.

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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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

LIBERTY WEALTH MANAGEMENT

EIN

all filings

Address

2250 REED STATION PARKWAY, SUITE 10 · CARBONDALE, IL · 62901

Phone

(618) 351-7526

Industry

Finance & Insurance

Plan administrator