How big is Liberty Private Client LLC's plan?

Liberty Private Client LLC's plan reported $257K in assets and 4 participants for 2024.

Original filing (PDF)20250610094603NAL0012991059001

Liberty Private Client LLC

Name: Liberty Private Client LLC — Liberty Private Client, Form 5500 (2024)
Creator: Liberty Private Client LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Liberty Private Client LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Liberty Private Client LLC's Liberty Private Client LLC 401(k) Profit Sharing Plan & Trust held $257K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

People on this filing

Michael McCort signed Liberty Private Client LLC's 2024 Form 5500 as plan administrator.

Michael McCort — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Liberty Private Client LLC's EIN is 84-2054600.

EIN 84-2054600

Plan number 001

Plan year 2024

ACK ID 20250610094603NAL0012991059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Liberty Private Client LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Liberty Private Client LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score