How big is Libertas Management LLC's plan?

Libertas Management LLC's plan reported $270K in assets and 4 participants for 2024.

Original filing (PDF)20250923100143NAL0005568769001

Libertas Management LLC

Name: Libertas Management LLC — Libertas 401(k) Profit, Form 5500 (2024)
Creator: Libertas Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Libertas 401(k) Profit Sharing Plan

401(k) retirement plan · Libertas Management LLC's Libertas 401(k) Profit Sharing Plan held $270K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$270K

Net assets (EOY)

$270K

Plan identifiers

Libertas Management LLC's EIN is 84-2235622.

EIN 84-2235622

Plan number 001

Plan year 2024

ACK ID 20250923100143NAL0005568769001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Libertas Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

LIBERTAS MANAGEMENT LLC

EIN

all filings

Address

1800 SW FIRST AVE., SUITE 100 · PORTLAND, OR · 97201

Phone

(503) 468-7314

Industry

Real Estate

Plan administrator