Plan Snapshot
- Plan Sponsor: Liv Communities LLC
- Sponsor EIN: 261514930
- Sponsor Address: 1600 SOUTH BEACON BLVD, GRAND HAVEN, MI, 49417
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $10.8M
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 | 110 | $10.8M | $287,756 | $660,519 |
| 2023 | 73 | $9.6M | $236,809 | $540,564 |
| 2022 | 89 | $8.9M | $478,115 | $956,655 |
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 |
|---|---|---|---|---|
| HUNGERFORD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUNGERFORD — 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 | $30,896 | $739 | $300 | — | — |
| 2023 | $27,591 | $811 | — | — | — |
| 2022 | $31,354 | $827 | — | — | — |