How big is Liberty Wealth Management LLC's plan?

Liberty Wealth Management LLC's plan reported $103K in assets and 2 participants for 2025.

Original filing (PDF)20260520102124NAL0003152498001

Liberty Wealth Management LLC

Name: Liberty Wealth Management LLC — Liberty Wealth, Form 5500 (2025)
Creator: Liberty Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Liberty Wealth Management LLC 401(k) Plan & Trust

401(k) retirement plan · Liberty Wealth Management LLC's Liberty Wealth Management LLC 401(k) Plan & Trust held $103K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

People on this filing

Ronald Latin signed Liberty Wealth Management LLC's 2025 Form 5500 as plan administrator.

Ronald Latin — 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 Wealth Management LLC's EIN is 87-2796073.

EIN 87-2796073

Plan number 001

Plan year 2025

ACK ID 20260520102124NAL0003152498001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Liberty Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Liberty Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WEALTH MANAGEMENT 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