Plan Snapshot
- Plan Sponsor: Likewize Corp.
- Sponsor EIN: 330774267
- Sponsor Address: 1900 W KIRKWOOD BLVD, SUITE 1600C, SOUTHLAKE, TX, 76092
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $56.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 321 | $56.5M | $142,909 | $2.1M |
| 2023 | 365 | $53.8M | $711,015 | $2.3M |
| 2022 | 354 | $49.3M | $817,649 | $2.7M |
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 |
|---|---|---|---|---|
| MERCER (US) INC MERCER INVESTMENTS | INVESTMENT ADVISOR | $63,817 | — | $63,817 |
| JPMORGAN INVEST HOLDINGS LLC | RECORDKEEPER | $13,636 | — | $13,636 |
| TEMPLETON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,453
- Estimated Expense Ratio: 0.137% of plan assets
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 | $77,453 | $63,817 | — | — | — |
| 2023 | $62,495 | $49,296 | — | — | — |
| 2022 | $61,605 | — | $61,605 | — | — |