· 2022–2024 · DOL EFAST2
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LIBERTAS WEALTH MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
463
Total plan assets
$8.8M
Filings (rows)
2
Direct comp
$43K
Indirect comp
$0
SERVICES PROVIDED
Other
2
Top plans served
All 2 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
T.R. HEDGE & ASSOCIATES, INC.
HR BUTLER MEP RETIREMENT PLAN
DUBLIN, OH
Other
463
$8.8M
$5K
T.R. HEDGE & ASSOCIATES, INC.
HR BUTLER MEP RETIREMENT PLAN
DUBLIN, OH
Other
N/A
0
$0
$38K
LIBERTAS WEALTH MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search
