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

> Livevox, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Livevox, INC.

- **Sponsor EIN:** 134031544

- **Sponsor Address:** 655 MONTGOMERY STREET, SAN FRANCISCO, CA, 94111

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2024|0|$0|$0|$0|

| 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|$89,630|—|$89,630|

| STRATEGIC ADVISORS, INC.|ADVISOR|$22,378|—|$22,378|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$10,664|—|$10,664|

| TRAVELLER & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

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

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

- [TRAVELLER & COMPANY, LLC](https://planprovider.pro/provider/traveller-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $122,672

### 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|$16,785|$15,314|—|—|—|

| 2023|$61,248|$56,004|—|—|—|

| 2022|$53,690|$7,922|—|—|—|

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

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