Original filing (PDF)20251015152704NAL0010043090001

LIEBERT CASSIDY WHITMORE

Name: LIEBERT CASSIDY WHITMORE — LIEBERT CASSIDY WHITMORE PROFIT SHARING/401K PLAN AND TRUST, Form 5500 (2023)
Creator: LIEBERT CASSIDY WHITMORE

Form 5500

FILING_RECEIVED

LIEBERT CASSIDY WHITMORE PROFIT SHARING/401K PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.0 mo

Active participants

171

Accounts w/ balance

169

Plan assets (EOY)

$60.0M

Net assets (EOY)

$60.0M

How this plan invests

This plan

24 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)

/ 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Filed 2.0 months past the 10.5-month grace window.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Below-peer total fees (7 bps vs 16 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIEBERT CASSIDY WHITMORE.

Plan sponsor

Name

LIEBERT CASSIDY WHITMORE

EIN

95-3658973

Address

6033 W CENTURY BLVD STE 500 · LOS ANGELES, CA · 900456423

Phone

(310) 981-2000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$5K	—
FIDELITY INVESTMENTS	04-2647786	—	RECORDKEEPER	$3K	—
CBIZ RETIREMENT SERVICES INC	31-1582098	—	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT	33-0905143	—	INVESTMENT ADVISORY	$37K	—

Investments

24 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
FLEXPATH INDEX CONSERVATIVE 2035 L1 WILMINGTON TRUST · EIN 47-2491300 / PN 218	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX CONSERVATIVE 2025 L1 WILMINGTON TRUST · EIN 47-2458234 / PN 215	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX AGGRESSIVE 2035 L1 WILMINGTON TRUST · EIN 47-2468898 / PN 216	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX CONSERVATIVE RETIREM WILMINGTON TRUST · EIN 47-2264760 / PN 212	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX AGGRESSIVE 2055 L1 WILMINGTON TRUST · EIN 47-2554270 / PN 222	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX MODERATE 2025 L1 WILMINGTON TRUST · EIN 47-2285799 / PN 214	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX MODERATE 2055 L1 WILMINGTON TRUST · EIN 47-2563528 / PN 223	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX MODERATE 2045 L1 WILMINGTON TRUST · EIN 47-2516187 / PN 220	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX AGGRESSIVE 2025 L1 WILMINGTON TRUST · EIN 47-2275031 / PN 213	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX CONSERVATIVE 2055 L1 WILMINGTON TRUST · EIN 47-2575758 / PN 224	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX AGGRESSIVE 2045 L1 WILMINGTON TRUST · EIN 47-2503540 / PN 219	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX MODERATE 2035 L1 WILMINGTON TRUST · EIN 47-2478524 / PN 217	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX CONSERVATIVE 2045 L1 WILMINGTON TRUST · EIN 47-2529162 / PN 221	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX AGGRESSIVE RETIRE WILMINGTON TRUST · EIN 47-2238264 / PN 210	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX MODERATE RETIRE WILMINGTON TRUST · EIN 47-2248665 / PN 211	Common Collective Trust	$0	<0.1%
WIM BLACKROCK EAFE EQUITY WILMINGTON TRUST · EIN 20-3802495 / PN 007	Common Collective Trust	$0	<0.1%
WILM BLACKROCK EQUITY INDEX WILMINGTON TRUST · EIN 20-3802168 / PN 001	Common Collective Trust	$0	<0.1%
INTERNATIONAL EQUITY CLASS L1 WELLINGTON · EIN 38-4139853 / PN 631	Common Collective Trust	$0	<0.1%
LARGE CAP GROWTH IV L1 WILMINGTON TRUST · EIN 38-7289851 / PN 001	Common Collective Trust	$0	<0.1%
WILM/BLACKROCK U.S. DEBT INDEX WILMINGTON TRUST · EIN 20-3802445 / PN 010	Common Collective Trust	$0	<0.1%
LORD ABBETT CORE BOND CLASS WILMINGTON TRUST · EIN 82-1986152 / PN 325	Common Collective Trust	$0	<0.1%
WILM/PUTNAM EQUITY INCOME LARGE CAP WILMINGTON TRUST · EIN 38-4065329 / PN 426	Common Collective Trust	$0	<0.1%
SMALL CAP VALUE I1 CIT PUTNAM · EIN 38-4097325 / PN 488	Common Collective Trust	$0	<0.1%
FLEXPATH INDEX CONSERVATIVE 2065 WILMINGTON TRUST · EIN 37-7271380 / PN 224	Common Collective Trust	$0	<0.1%