How big is Liberty Management Services, LLC's plan?

Liberty Management Services, LLC's plan reported $8.7M in assets and 8 participants for 2024.

Original filing (PDF)20251008155517NAL0006097777001

Liberty Management Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Liberty Management Services, LLC Deferred Profit Sharing Plan and Trust

401(k) retirement plan · Liberty Management Services, LLC's Liberty Management Services, LLC Deferred Profit Sharing Plan and Trust held $8.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

Plan identifiers

Liberty Management Services, LLC's EIN is 86-2868667.

EIN 86-2868667

Plan number 001

Plan year 2024

ACK ID 20251008155517NAL0006097777001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Liberty Management Services, 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 (100th percentile).

Plan sponsor

Name

LIBERTY MANAGEMENT SERVICES, LLC

EIN

all filings

Address

979 EAST THIRD STREET, SUITE C920 · CHATTANOOGA, TN · 37403

Phone

(423) 756-7134

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator