Plan Snapshot
- Plan Sponsor: Liveops, INC.
- Sponsor EIN: 650995388
- Sponsor Address: 1365 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85257
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $19.1M
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 | 279 | $19.1M | $358,928 | $1.7M |
| 2023 | 265 | $17.8M | $381,032 | $1.7M |
| 2022 | 314 | $16.5M | $403,928 | $1.8M |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $44,288 | — | $44,288 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $28,389 | — | $28,389 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,677
- Estimated Expense Ratio: 0.380% 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 | $72,677 | $44,288 | — | — | — |
| 2023 | $68,627 | $41,555 | — | — | — |
| 2022 | $29,224 | — | — | — | — |