Plan Snapshot
- Plan Sponsor: Live Technologies Holdings, INC.
- Sponsor EIN: 814519371
- Sponsor Address: 3445 MILLENNIUM CT., COLUMBUS, OH, 43219
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 87 | $12.6M | $233,762 | $561,748 |
| 2023 | 88 | $10.7M | $229,387 | $570,096 |
| 2022 | 109 | $9.9M | $197,877 | $473,109 |
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 |
|---|---|---|---|---|
| EVERHART ADVISORS | Investment Advisor | $24,532 | — | $24,532 |
| ASCENSUS LLC | Other Service Provider | $16,789 | $74 | $16,863 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERHART ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,395
- Estimated Expense Ratio: 0.330% 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 | $41,321 | $24,532 | $16,789 | — | — |
| 2023 | $42,861 | $23,210 | $19,651 | — | — |
| 2022 | $41,477 | $22,996 | $18,481 | — | — |