Plan Snapshot
- Plan Sponsor: Sycamore Brokerage LLC Dba Liv Sotheby'S International Realty
- Sponsor EIN: 841484614
- Sponsor Address: 100 SAINT PAUL STREET, STE. 200, DENVER, CO, 80206
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 227 | $12.8M | $838,310 | $1.5M |
| 2023 | 222 | $9.6M | $830,026 | $1.5M |
| 2022 | 224 | $7.2M | $801,458 | $1.4M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $112,305 | $53,802 | $1,700 | — | — |
| 2023 | $133,988 | $49,382 | $43,352 | — | — |
| 2022 | $112,774 | $77,577 | $35,197 | — | — |