Plan Snapshot
- Plan Sponsor: Liveview Technologies, INC.
- Sponsor EIN: 202350309
- Sponsor Address: 802 E 1050 S, AMERICAN FORK, UT, 84003
- Plan Type: 401(k)
- Total Participants: 607
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 607 | $7.5M | $1.2M | $2.1M |
| 2023 | 459 | $3.1M | $754,135 | $1.3M |
| 2022 | 327 | $695,053 | $169,701 | $356,406 |
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 LIFE INSURANCE | RECORDKEEPER | $56,902 | — | $56,902 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $25,790 | — | $25,790 |
| DWC-THE 401(K) EXPERTS | TPA | $11,772 | — | $11,772 |
| RICHEY, MAY & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISOR
- RICHEY, MAY & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,464
- Estimated Expense Ratio: 1.257% 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 | $94,465 | — | — | — | — |
| 2023 | $59,214 | $8,356 | $7,106 | — | — |
| 2022 | $2,563 | — | — | — | $2,563 |