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Original filing (PDF)20251015105209NAL0002171315001
LIBERTY BEHAVIORAL MANAGEMENT GROUP, INC.
Form 5500
FILING_RECEIVED
LIBERTY MANAGEMENT NON-UNION EMPLOYEE STOCK OWNERSHIP 401(K)PLAN
401(k) retirement plan
Active participants
126
Accounts w/ balance
236
Plan assets (EOY)
$26.6M
Net assets (EOY)
$26.6M
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTY BEHAVIORAL MANAGEMENT GROUP, INC..
Plan sponsor
Name
LIBERTY BEHAVIORAL MANAGEMENT GROUP, INC.
EIN
81-5260872
Address
79 GLENRIDGE ROAD · GLENVILLE, NY · 12302
Phone
(518) 952-8158
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2P · Leveraged ESOP
2Q · S-corporation ESOP
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $28K | — |
Investments
10 pooled funds· $0(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INDEXSELECT MODERATE RETIREMENT R6 GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT MODERATE 2025 R6 GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT MODERATE 2035 FUND R6 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT MODERATE 2045 R6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT MODERATE 2055 FUND R6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT AGGRESSIVE 2045 R6 GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT AGGRESSIVE 2035 FUND R6 GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT CONSERVATIVE RET FD R6 GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT CONSERVATIVE 2025 R6 GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT AGGRESSIVE 2055 R6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | $0 | <0.1% |
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