Deborah Lachance signed Liberty Admin Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liberty Admin Services, LLC's EIN is 46-2384470.
Download the official 2024 Form 5500 (PDF) for Liberty Admin Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liberty Admin Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $3.4M | 22.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.7M | 11.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.6M | 10.6% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.4M | 9.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.0M | 6.9% | |
| FIDELITY ADVISOR EQUITY GROWTH | Registered Investment Companies | — | — | $715K | 4.8% | |
| BLK HEALTH SCI OPP PORT -INST | Registered Investment Companies | — | — | $631K | 4.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $612K | 4.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $413K | 2.8% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $335K | 2.2% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $318K | 2.1% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $305K | 2.0% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $268K | 1.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $250K | 1.7% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $212K | 1.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $186K | 1.2% | |
| GOLDMAN SACHS MCV R6 | Registered Investment Companies | — | — | $184K | 1.2% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $142K | 1.0% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $135K | 0.9% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $130K | 0.9% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $118K | 0.8% | |
| NATIONWIDE MD CP MKT IND R6 | Registered Investment Companies | — | — | $112K | 0.8% | |
| MFS INTL NEW DISCCOVERY R6 | Registered Investment Companies | — | — | $111K | 0.7% | |
| NYLI CBRE REAL ESTATE R6 | Registered Investment Companies | — | — | $68K | 0.5% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $58K | 0.4% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $46K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $33K | 0.2% | |
| OAKMARK INTERNATIONAL INST | Registered Investment Companies | — | — | $32K | 0.2% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $31K | 0.2% | |
| CLEARBRIDGE INTL VALUE IS | Registered Investment Companies | — | — | $19K | 0.1% | |
| VIC PIO STRATEGIC INCOME R6 | Registered Investment Companies | — | — | $12K | <0.1% | |
| BNYM GLOBAL EQUITY INC FD I | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $37K |
| — |
