Original filing (PDF)20231108064339NAL0028824832001

LIBERTY PORT, LLC

Name: LIBERTY PORT, LLC — LIBERTY PORT, LLC 401(K) PLAN & TRUST, Form 5500 (2022)
Creator: LIBERTY PORT, LLC

Form 5500-SF

FILING_RECEIVED

LIBERTY PORT, LLC 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIBERTY PORT, LLC.

Plan sponsor

Name

LIBERTY PORT, LLC

EIN

54-2129972

Address

PO BOX 3887 · SARASOTA, FL · 34230

Phone

(641) 926-6479

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-18

Filed

2023-11-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

PACIFIC CASCADE ADVISORS INC

PACIFIC CASCADE ADVISORS INC. MEDOVA LIFESTYLE HEALTH PLAN

BOREAL SONGBIRD INITIATIVE

BOREAL BIRDS 401(K)

THE CRAFT STUDIO BROOKLYN

THE CRAFT STUDIO BROOKLYN 401(K) PROFIT SHARING PLAN & TRUST

WILT TOIKKA KRAFT LLP

WILT TOIKKA KRAFT LLP 401(K) PLAN

ACCLAIM MARKETING & SALES

ACCLAIM MARKETING & SALES 401(K) PLAN