Plan Snapshot
- Plan Sponsor: Lifemoves
- Sponsor EIN: 770160469
- Sponsor Address: 2550 GREAT AMERICA WAY, SUITE 201, SANTA CLARA, CA, 95054
- Plan Type: 401(k)
- Total Participants: 428
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 428 | $11.7M | $483,489 | $1.6M |
| 2023 | 388 | $9.9M | $437,836 | $1.5M |
| 2022 | 353 | $7.4M | $380,656 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HOOD&STRONG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOOD&STRONG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $22,733 | $2,987 | — | — | — |
| 2023 | $20,977 | $2,421 | — | — | — |
| 2022 | $18,381 | $2,303 | — | — | — |