Plan Snapshot
- Plan Sponsor: Livengrin Foundation
- Sponsor EIN: 231668916
- Sponsor Address: 4833 HULMEVILLE ROAD, BENSALEM, PA, 19020
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 204
- Total Assets: $3.3M
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. |
|---|---|---|---|---|
| 2025 | 204 | $3.3M | $0 | $0 |
| 2024 | 123 | $2.7M | $163,940 | $335,859 |
| 2023 | 136 | $2.4M | $66,849 | $305,744 |
| 2022 | 142 | $2.1M | $173,698 | $305,873 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FIN. LIFE INS. COMPANY | Other Service Provider | $21,524 | — | $21,524 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Other Service Provider | $15,513 | — | $15,513 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,037
- Estimated Expense Ratio: 1.117% 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 |
|---|---|---|---|---|---|
| 2025 | $292,055 | $1,443 | $15,513 | — | — |
| 2024 | $36,639 | $336 | $16,806 | — | — |
| 2023 | $32,768 | — | $14,574 | — | — |
| 2022 | $43,541 | — | $43,541 | — | — |