Department of Labor filing

LIEBERT CASSIDY WHITMORE

LIEBERT CASSIDY WHITMORE PROFIT SHARING/401K PLAN AND TRUST · For the plan year ended Sep 30, 2025

Public filing 2024 · received Jul 13, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

69filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$9,659

Reported employer contributions per active participant.

Higher than about 91% of comparable plans

#People in the filing

199

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$337 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 18% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202469out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions91st percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense18th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, LIEBERT CASSIDY WHITMORE reported $1,922,099 in employer contributions across the plan and 199 active participants. That works out to $9,659 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy84%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 6.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 45.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context69/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,922,099
Participant contributions: $2,411,765
Other contributions: $2,704
Employer share of reported contributions: 44.4%
Beginning assets: $60,012,057
Ending assets: $67,982,924
Ending net assets: $67,982,924
Ending liabilities: $0
Total income: $11,169,305
Total expenses: $3,198,438
Administrative expenses: $77,201
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$10,276

2023

$11,893

2024

$9,659

Plan-paid administrative expenses per participant

2022

$232

2023

$265

2024

$337

Active participants

2022

174

2023

171

2024

199

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$9,659	199	68M	20260713103023NAL0000047313001
2023	$11,893	171	60M	20251015152704NAL0010043090001
2022	$10,276	174	48.1M	20240710150351NAL0030701298001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 953658973-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1997
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260713103023NAL0000047313001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗