AUMdb

Lvt 401(k) Plan

Sponsored by Liveview Technologies, Inc. · EIN 202350309 · Plan #001

Total assets
$7.5M
Net assets
$7.5M
Active participants
607
With balances
361

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Life Insurance Recordkeeping, Float revenue, Participant loan processing $56,902
Global Retirement Partners Llc Investment advisory (plan) $25,790
Dwc The 401(k) Experts Recordkeeping, Participant loan processing, Recordkeeping fees $11,772