Live Well Financial Inc.401(k)
LIVE WELL FINANCIAL INC. 401(K) PROFIT SHARING PLAN & TRUST · WILMINGTON, DE · plan year 2019
Live Well Financial Inc. reported $47,154 in plan administrative expenses for 2019: 5.17% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio rose from 5.17% to 12.56%. The plan sits in the under $1M size bracket, benchmarked here against 102 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Delaware (237th of 242), and 4,762nd of 4,798 in finance & insurance. In 2019, employees put in $2.08 for every $1.00 the employer contributed.
Annual cost at the plan's reported 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 202752826 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.