Plan Snapshot
- Plan Sponsor: Liveaction, INC.
- Sponsor EIN: 261862392
- Sponsor Address: 901 CAMPISI WAY, SUITE 222, CAMPBELL, CA, 95008
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $15.7M
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 | 82 | $15.7M | $234,129 | $1.2M |
| 2023 | 86 | $17.2M | $257,912 | $1.5M |
| 2022 | 134 | $13.8M | $484,344 | $1.4M |
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 |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | Investment Advisor | $32,416 | — | $32,416 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $21,391 | — | $21,391 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES INC — Investment Advisor
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,807
- Estimated Expense Ratio: 0.343% 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 | $53,806 | $34,325 | — | — | — |
| 2023 | $48,292 | $30,199 | — | — | — |
| 2022 | $7,930 | $6,551 | $1,035 | — | — |