Plan Ledger DOL Form 5500 · updated monthly

Liveaction, Inc.401(k)

LIVEACTION 401(K) PLAN · PALO ALTO, CA · plan year 2023

Reported admin expense ratio · 2023
0.31%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Liveaction, Inc. reported $48,292 in plan administrative expenses for 2023: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,999 per active participant. 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 2 years on file its reported administrative ratio rose from 0.05% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,024th-largest of 9,483 plans among California employers on file, and 6,082nd of 11,654 in professional & technical services. In 2023, employees put in $5.63 for every $1.00 the employer contributed; active participation has shrunk from 134 to 86 since 2022.

Plan summary
Net assets, end of year$17,211,025
Participants with balances144
Active participants86
Employer contributions$257,912
Employee contributions$1,451,178
Employer contribution per active participant$2,999
Average account balance$119,521
Benefits paid to participants$1,785,171
Plan auditUnmodified (clean) audit opinion
AuditorPRAGER METIS CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 127 accts · $234K emplr
2023$17.2M · 144 accts · $258K emplr
2022$13.8M · 166 accts · $484K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$18,093
Investment management$30,199
Total administrative$48,292
The Liveaction, Inc. 401(k) match · 2023
Employer contribution per active participant$2,999
Median for plans this size$2,440
2024$2,855 per active participant
2023$2,999 per active participant
2022$3,615 per active participant

Liveaction, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$19,515
GALLAGHER BENEFIT SERVICES INC · Investment management$28,777

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$53,806 · 0.33%
2023$48,292 · 0.31%
2022$7,930 · 0.05%
Same employer
Similar plansProfessional & Technical Services · California
Zag Technical Services CA$17.2M · 0.53%
Chownow, Inc CA$17.1M · 0.55%
Royal Holdco Corporation CA$17.1M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261862392 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.