Plan Snapshot
- Plan Sponsor: Livanova Usa, INC.
- Sponsor EIN: 760236465
- Sponsor Address: 100 CYBERONICS BLVD., HOUSTON, TX, 77058
- Plan Type: 401(k)
- Total Participants: 1,224
- Total Assets: $257.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,224 | $257.4M | $6.7M | $14.3M |
| 2023 | 1,332 | $233.2M | $6.8M | $14.4M |
| 2022 | 1,293 | $204.8M | $6.3M | $13.5M |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON LLC | Auditor | — | — | $0 |
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 | $168,415 | $55,690 | $300 | — | — |
| 2023 | $182,390 | $44,603 | $2,100 | $18,490 | — |
| 2022 | $220,338 | $45,346 | — | — | — |