Shelby Williams signed Liberty Educational Ministries Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liberty Educational Ministries Incorporated's EIN is 75-2316143.
Download the official 2024 Form 5500 (PDF) for Liberty Educational Ministries Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liberty Educational Ministries Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $21K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index K | Common Collective Trusts | — | — | $2.4M | 21.4% | |
| JPMorgan SmartRetirement 2045 R6 | Other securities | — | — | $1.3M | 11.4% | |
| JPMorgan SmartRetirement 2035 R6 | Other securities | — | — | $1.2M | 11.1% | |
| JPMorgan SmartRetirement 2050 R6 | Other securities | — | — | $1.1M | 9.5% | |
| JPMorgan SmartRetirement 2040 R6 | Other securities | — | — | $870K | 7.7% | |
| JPMorgan SmartRetirement 2055 R6 | Other securities | — | — | $785K | 7.0% | |
| JPMorgan SmartRetirement 2025 R6 | Other securities | — | — | $586K | 5.2% | |
| JPMorgan SmartRetirement 2030 R6 | Other securities | — | — | $506K | 4.5% | |
| JPMorgan SmartRetirement 2060 R6 | Other securities | — | — | $489K | 4.3% | |
| KEY GUARANTEED PORTFOLIO FUND GREAT WEST LIFE & ANNUITY INS COMP. · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $457K | 4.1% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $239K | 2.1% | |
| MFS Massachusetts Inv Growth Stk R6 | Mutual Funds | — | — | $237K | 2.1% | |
| iShares Russel Mid-Cap Index K | Other securities | — | — | $216K | 1.9% | |
| Participant Loans Interest rates from 5.25% to 10.50% | Bonds / Notes | — | — | $207K | 1.8% | |
| AB High Income Z | Mutual Funds | — | — | $137K | 1.2% | |
| JPMorgan SmartRetirement Income R6 | Other securities | — | — | $128K | 1.1% | |
| Clear Bridge Large Cap Value IS | Other securities | — | — | $119K | 1.1% | |
| JPMorgan SmartRetirement 2020 R6 | Other securities | — | — | $102K | 0.9% | |
| Columbia Small Cap Index Instl 3 | Other securities | — | — | $58K | 0.5% | |
| Loomis Sayles Core Plus Bond N | Other securities | — | — | $50K | 0.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $45K | 0.4% | |
| PGIM Global Total Return R6 | Other securities | — | — | $11K | <0.1% | |
| BlackRock Global Allocation Inv K | Other securities | — | — | $7K | <0.1% | |
| PIMCO Commodity Real Return Strat Inatl 604 PGIM Global Real Estate R6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $250 | — |
