Aurelia Perry signed Team Liberty's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Team Liberty's EIN is 81-1188152.
Download the official 2023 Form 5500 (PDF) for Team Liberty from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Team Liberty'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC | 16-1124166 | ROCHESTER, NY | INVESTMENT ADVISORY | $8 | — |
