# Livanova Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/livanova-usa-inc-401k-plan

> Livanova Usa, INC.'s 401(k) plan: 1,224 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$112,725|—|$112,725|

| STRATEGIC ADVISORS, INC.|ADVISOR|$55,690|—|$55,690|

| CALVETTI FERGUSON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $168,415

- **Estimated Expense Ratio:** 0.065% 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|$168,415|$55,690|$300|—|—|

| 2023|$182,390|$44,603|$2,100|$18,490|—|

| 2022|$220,338|$45,346|—|—|—|

## Similar Plans

- [Orthofix Us LLC](https://planprovider.pro/companies/orthofix-inc-401k-plan) — 1,277 participants

- [Otto Bock Healthcare North America, INC.](https://planprovider.pro/companies/otto-bock-healthcare-north-america-inc-401k-plan) — 1,004 participants

- [Argon Medical Devices, INC.](https://planprovider.pro/companies/argon-medical-devices-inc-401k-plan) — 832 participants

- [Us Med-Equip, LLC](https://planprovider.pro/companies/us-med-equip-inc-401k-plan) — 663 participants

- [Atrion Corporation](https://planprovider.pro/companies/atrion-corporation-401k-plan) — 649 participants

- [Immunotek Bio Centers, LLC](https://planprovider.pro/companies/immunotek-bio-centers-llc-plan-001) — 479 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/livanova-usa-inc-401k-plan)

© 2026 PlanProvider.Pro