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LIBERTY HILL FOUNDATION — LIBERTY HILL FOUNDATION 403(B) RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250715154843NAL0003263280001
LIBERTY HILL FOUNDATION
Form 5500-SF
FILING_RECEIVED
LIBERTY HILL FOUNDATION 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
34
Accounts w/ balance
48
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LIBERTY HILL FOUNDATION
.
Find decision makers
Plan sponsor
Name
LIBERTY HILL FOUNDATION
EIN
51-0181191
Address
1001 WILSHIRE BOULEVARD PMB 2170 · LOS ANGELES, CA · 90017
Phone
(323) 556-7204
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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THE CHAPEL, INC.
THE CHAPEL, INC. RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.0M · 39 participants
CALIFORNIA RURAL WATER ASSOCIATION
CALIFORNIA RURAL WATER ASSOCIATION 401K PLAN & TRUST
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
