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Original filing (PDF)20251013143216NAL0001518433001
LIBERTY SOURCE PBC
Form 5500
FILING_RECEIVED
LIBERTY SOURCE 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
57
Accounts w/ balance
128
Plan assets (EOY)
$686K
Net assets (EOY)
$686K
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "2994-FID FREEDOM 2030 K6 Mutual Fund" is 28% of plan.
Helping the score
- Below-peer total fees (7 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTY SOURCE PBC.
Plan sponsor
Name
LIBERTY SOURCE PBC
EIN
47-1149622
Address
84 PATCH ROAD · FORT MONROE, VA · 23651
Phone
(757) 251-7482
Industry
Admin Support & Waste Mgmtsee all
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
2025-10-13
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
HARSHWAL & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $484 | — |
Investments
10 direct securities· $680K(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 2994-FID FREEDOM 2030 K6 Mutual Fund | — | — | — | $191K | 27.8% | |
| 3000-FID FREEDOM 2060 K6 Mutual Fund | — | — | — | $126K | 18.4% | |
| 2999-FID FREEDOM 2055 K6 Mutual Fund | — | — | — | $113K | 16.5% | |
| 2998-FID FREEDOM 2050 K6 Mutual Fund | — | — | — | $84K | 12.3% | |
| 2997-FID FREEDOM 2045 K6 Mutual Fund | — | — | — | $77K | 11.2% | |
| 3417-FID FREEDOM 2065 K6 Mutual Fund | — | — | — | $31K | 4.5% | |
| 2995-FID FREEDOM 2035 K6 Mutual Fund | — | — | — | $29K | 4.2% | |
| 2996-FID FREEDOM 2040 K6 Mutual Fund | — | — | — | $18K | 2.6% | |
| PARTICIPANT LOANS 2027 | — | — | — | $7K | 1.0% | |
| 2992-FID FREEDOM 2020 K6 Mutual Fund | — | — | — | $4K | 0.6% |
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