# Liveperson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/liveperson-inc-401k-plan

> Liveperson, INC.'s 401(k) plan: 358 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$100,470|—|$100,470|

| STRATEGIC ADVISORS, INC.|ADVISOR|$23,590|—|$23,590|

| TORRILLO AND ASSOCIATES, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [TORRILLO AND ASSOCIATES, LLC](https://planprovider.pro/provider/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:** $124,060

- **Estimated Expense Ratio:** 0.142% 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|$124,060|$23,590|$300|—|—|

| 2023|$113,938|$17,879|$300|—|—|

| 2022|$113,543|$12,559|—|—|—|

## Similar Plans

- [Netatwork, INC.](https://planprovider.pro/companies/netatwork-inc-401k-plan) — 366 participants

- [Mindex Technologies, INC.](https://planprovider.pro/companies/mindex-technologies-inc-401k-plan) — 368 participants

- [Custom Computer Specialists, LLC](https://planprovider.pro/companies/custom-computer-specialists-llc-401k-plan) — 340 participants

- [Netatwork, LLC](https://planprovider.pro/companies/netatwork-llc-401k-plan) — 338 participants

- [Cedar Cares, INC.](https://planprovider.pro/companies/cedar-cares-inc-401k-plan) — 387 participants

- [A S I System Integration INC](https://planprovider.pro/companies/a-s-i-system-integration-inc-plan) — 389 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/liveperson-inc-401k-plan)

© 2026 PlanProvider.Pro