Plan Snapshot
- Plan Sponsor: Liveperson, INC.
- Sponsor EIN: 133861628
- Sponsor Address: 475 10TH AVENUE, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 358
- Total Assets: $87.7M
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 | 358 | $87.7M | $3.1M | $6.6M |
| 2023 | 535 | $81.8M | $3.7M | $8.5M |
| 2022 | 773 | $67.1M | $5.3M | $11.6M |
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 |
|---|---|---|---|---|
| TORRILLO AND ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO AND ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $124,060 | $23,590 | $300 | — | — |
| 2023 | $113,938 | $17,879 | $300 | — | — |
| 2022 | $113,543 | $12,559 | — | — | — |