Plan Snapshot
- Plan Sponsor: Livewell Alliance, INC.
- Sponsor EIN: 223068632
- Sponsor Address: 1261 SOUTH MAIN STREET, PLANTSVILLE, CT, 06479
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 199 | $14.7M | $371,573 | $663,493 |
| 2023 | 190 | $12.9M | $364,757 | $607,109 |
| 2022 | 205 | $11.8M | $357,297 | $642,197 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $7,235 | — | $6,435 | — | — |
| 2023 | $5,640 | — | $5,640 | — | — |
| 2022 | $8,150 | — | $8,150 | — | — |