Lively Group, LLC DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Lively Group, LLC
  • Sponsor EIN: 205004641
  • Sponsor Address: 575 LEXINGTON AVENUE, NEW YORK, NY, 10022
  • Plan Type: DC
  • Plan Number: 002
  • Total Participants: 66
  • Total Assets: $15.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202566$15.1M$0$0
202436$12.9M-$30,000$437,616
202336$11.0M$30,000$409,522
202243$8.6M$0$475,074

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