Original filing (PDF)20250530154623NAL0022610178001

LIBERTY RUN BENEFITS, LLC

Name: LIBERTY RUN BENEFITS, LLC — LIBERTY RUN BENEFITS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: LIBERTY RUN BENEFITS, LLC

Form 5500-SF

FILING_RECEIVED

LIBERTY RUN BENEFITS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTY RUN BENEFITS, LLC.

Plan sponsor

Name

LIBERTY RUN BENEFITS, LLC

EIN

61-1508443

Address

450 S. TAMIAMI TRAIL · OSPREY, FL · 34229

Phone

(703) 407-5390

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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