Plan Snapshot
- Plan Sponsor: Livingstone College
- Sponsor EIN: 560603922
- Sponsor Address: 701 WEST MONROE STREET, SALISBURY, NC, 28144
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 184 | $10.4M | $233,415 | $448,203 |
| 2023 | 177 | $9.5M | $198,017 | $414,835 |
| 2022 | 154 | $8.6M | $193,068 | $357,668 |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $20,668 | — | $20,668 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,668
- Estimated Expense Ratio: 0.199% 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 | $19,993 | — | $19,993 | — | — |
| 2023 | $15,782 | — | $15,782 | — | — |
| 2022 | $14,212 | — | $14,212 | — | — |