How big is Lieberman Financial Services, Inc.'s plan?

Lieberman Financial Services, Inc.'s plan reported $4.9M in assets and 3 participants for 2024.

Original filing (PDF)20250919152801NAL0002661553001

Lieberman Financial Services, Inc.

Name: Lieberman Financial Services, Inc. — Lieberman, Form 5500 (2024)
Creator: Lieberman Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lieberman Financial Services, Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Lieberman Financial Services, Inc.'s Lieberman Financial Services, Inc. 401(k) Profit Sharing Plan & Trust held $4.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Richard K. Lieberman signed Lieberman Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Richard K. Lieberman — 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

Lieberman Financial Services, Inc.'s EIN is 95-3942632.

EIN 95-3942632

Plan number 001

Plan year 2024

ACK ID 20250919152801NAL0002661553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lieberman Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lieberman Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIEBERMAN FINANCIAL SERVICES, INC..

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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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

LIEBERMAN FINANCIAL SERVICES, INC.

EIN

all filings

Address

3955 FRESHWIND CIRCLE · WESTLAKE VILLAGE, CA · 91361

Phone

(818) 889-3100

Industry

CPA Offices· Professional & Technical Services

Plan administrator