Plan Snapshot
- Plan Sponsor: Livevox, INC.
- Sponsor EIN: 134031544
- Sponsor Address: 655 MONTGOMERY STREET, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 288
- Total Assets: $30.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 288 | $30.2M | $1.1M | $4.0M |
| 2022 | 367 | $23.1M | $1.3M | $4.5M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $44,815 | — | $44,815 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $11,189 | — | $11,189 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $5,332 | — | $5,332 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,336
- Estimated Expense Ratio: 0.203% 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 |
|---|---|---|---|---|---|
| 2023 | $61,248 | $56,004 | — | — | — |
| 2022 | $53,690 | $7,922 | — | — | — |