Liv Employee Benefits 401(k) Profit Sharing Plan And Trust
Sponsored by Liv Employee Benefits, Llc · EIN 208618503 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 733
- With balances
- 752
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $27,569 |
| Adp, Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $26,032 |
| Vision Point Advisory Group, Llc | Recordkeeping, Trustee (institutional), Other services | $3,431 |