# Likewize Corp. 401(k) Plan
Source: https://planprovider.pro/companies/likewize-corp-401k-plan

> Likewize Corp.'s 401(k) plan: 321 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/templeton-and-company-llp) — 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|—|—|

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