# Sycamore Brokerage LLC Dba Liv Sotheby'S International Realty 401(k) Plan
Source: https://planprovider.pro/companies/sycamore-brokerage-llc-dba-liv-sotheby-s-international-realty-plan

> Sycamore Brokerage LLC Dba Liv Sotheby'S International Realty's 401(k) plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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|—|—|

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