Employers › Liberty Diversified Internationl
Recordkeeping fees per participant · Liberty Diversified International, Inc. Retirement Plan · plan year 2024
$74.02
Higher than 53% of the 5,847 plans $50 to 250M that report it.
= $158,912 / 2,147
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260302151132NAL0000824595001, received 2026-03-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260302151132NAL0000824595001, received 2026-03-02
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-06-01 to 2025-05-31, filing received 2026-03-02.
Administrative expenses excluding investment management, per participant
$91.63
Higher than 49% of the 8,758 plans $50 to 250M that report it.
= $196,732 / 2,147
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260302151132NAL0000824595001, received 2026-03-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260302151132NAL0000824595001, received 2026-03-02
Administrative expenses per participant
$135.82
Higher than 51% of the 9,042 plans $50 to 250M that report it.
= $291,607 / 2,147
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260302151132NAL0000824595001, received 2026-03-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260302151132NAL0000824595001, received 2026-03-02
Administrative expenses as a share of assets
0.142%
Higher than 52% of the 9,049 plans $50 to 250M that report it.
= $291,607 / $205,478,536
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260302151132NAL0000824595001, received 2026-03-02
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260302151132NAL0000824595001, received 2026-03-02
Employer contributions per participant
$2,724
Higher than 50% of the 9,105 plans $50 to 250M that report it.
= $5,849,028 / 2,147
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260302151132NAL0000824595001, received 2026-03-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260302151132NAL0000824595001, received 2026-03-02
Employer share of total contributions
33.9%
Higher than 64% of the 9,112 plans $50 to 250M that report it.
= $5,849,028 / $17,253,074
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260302151132NAL0000824595001, received 2026-03-02
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260302151132NAL0000824595001, received 2026-03-02
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3D IRS pre-approved plan · 2T default investment (QDIA) · 2S pre-approved plan document · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260302151132NAL0000824595001, received 2026-03-02
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LIBERTY DIVERSIFIED INTERNATIONL, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Plan name | LIBERTY DIVERSIFIED INTERNATIONAL, INC. RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Sponsor EIN / plan number | 41-0989362 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Sponsor location | NEW HOPE, MN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Industry (business code) | 339900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Plan year | 2024-06-01 to 2025-05-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Filing received | 2026-03-02 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Participants, beginning of year | 2,332 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Active participants | 1,573 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Participants, end of year | 2,294 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Participants with an account balance | 2,147 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Total assets, beginning of year | $193,545,973 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Total assets, end of year | $205,478,536 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Net assets, end of year | $205,478,536 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Total income | $36,483,186 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Net income | $11,932,563 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Employer contributions | $5,849,028 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Participant contributions | $9,134,632 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Other contributions (incl. rollovers) | $2,269,414 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Total contributions | $17,253,074 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Benefit payments | $24,119,959 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Total expenses (incl. benefit payments) | $24,550,623 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Total administrative expenses | $291,607 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Recordkeeping fees | $158,912 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| IQPA audit fees | $34,320 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Investment advisory and management fees | $94,875 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Administrative expenses excluding investment management | $196,732 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Held in common/collective trusts | $185,312,143 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Held in mutual funds | $10,538,312 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260302151132NAL0000824595001, received 2026-03-02 |
| Independent auditor | GRANT THORNTON LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260302151132NAL0000824595001, received 2026-03-02 |
Position = column in the DOL layout for form year 2024. Filing 20260302151132NAL0000824595001, received 2026-03-02.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $158,912 | yes |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $94,875 | no |
| GRANT THORNTON LLP | AUDITOR | 10 Accounting (including auditing) | $34,320 | no |
| BAKER TILLY US LLP | OTHER | 99 Other fees | $3,500 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260302151132NAL0000824595001, received 2026-03-02.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $193,545,973 | $205,478,536 | 6.2% |
| Participants with a balance | 2,277 | 2,147 | -5.7% |
| Administrative expenses | $249,085 | $291,607 | 17.1% |
| Recordkeeping fees per participant | not reported | $74.02 | |
| Employer contributions | $6,229,769 | $5,849,028 | -6.1% |
Prior filing 20250224142436NAL0016407152001, received 2025-02-24; the plan years are contiguous.
Sponsor name as filed: LIBERTY DIVERSIFIED INTERNATIONL, INC.; SEC registrant: LIBERTY DIVERSIFIED INDUSRTIES INC (CIK 1145444, matched by EIN).