Anita Ray signed Liberty Source PBC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liberty Source PBC's EIN is 47-1149622.
Download the official 2024 Form 5500 (PDF) for Liberty Source PBC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liberty Source PBC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $484 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 2994-FID FREEDOM 2030 K6 Mutual Fund | Mutual Funds | — | — | $191K | 27.8% | |
| 3000-FID FREEDOM 2060 K6 Mutual Fund | Mutual Funds | — | — | $126K | 18.4% | |
| 2999-FID FREEDOM 2055 K6 Mutual Fund | Mutual Funds | — | — | $113K | 16.5% | |
| 2998-FID FREEDOM 2050 K6 Mutual Fund | Mutual Funds | — | — | $84K | 12.3% | |
| 2997-FID FREEDOM 2045 K6 Mutual Fund | Mutual Funds | — | — | $77K | 11.2% | |
| 3417-FID FREEDOM 2065 K6 Mutual Fund | Mutual Funds | — | — | $31K | 4.5% | |
| 2995-FID FREEDOM 2035 K6 Mutual Fund | Mutual Funds | — | — | $29K | 4.2% | |
| 2996-FID FREEDOM 2040 K6 Mutual Fund | Mutual Funds | — | — | $18K | 2.6% | |
| PARTICIPANT LOANS 2027 | Participant loans | — | — | $7K | 1.0% | |
| 2992-FID FREEDOM 2020 K6 Mutual Fund | Mutual Funds | — | — | $4K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
