Plan Ledger DOL Form 5500 · updated monthly

Liveone, Inc.401(k)

LIVEONE 401(K) RETIREMENT PLAN · ESCONDIDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Liveone, Inc. reported $36,169 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,515 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 fell from 0.52% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 4,267th-largest of 9,483 plans among California employers on file, and 1,182nd of 2,199 in information & media. In 2024, employees put in $3.65 for every $1.00 the employer contributed; active participation has shrunk from 157 to 115 since 2022.

Plan summary
Net assets, end of year$15,774,209
Participants with balances156
Active participants115
Employer contributions$289,212
Employee contributions$1,056,943
Employer contribution per active participant$2,515
Average account balance$101,117
Benefits paid to participants$140,062
Plan auditUnmodified (clean) audit opinion
AuditorMACIAS GINI & O'CONNELL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.8M · 156 accts · $289K emplr
2023$12.2M · 141 accts · $238K emplr
2022$10.5M · 143 accts · $249K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,918
Investment management$33,251
Total administrative$36,169
The Liveone, Inc. 401(k) match · 2024
Employer contribution per active participant$2,515
Median for plans this size$2,416
2024$2,515 per active participant
2023$1,655 per active participant
2022$1,586 per active participant

Liveone, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Trustee$33,088
ADP, INC. · Loan processing · Recordkeeping$3,080
ADP BROKER-DEALERindirect comp
MORNINGSTAR RETIREMENT MANAGER · Investment advisory (participants) · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024ADP, RESOURCES INVESTMENT ADVISORS, INC.
2023ADP, RESOURCES INVESTMENT ADVISORS, INC.

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Administrative cost history3
2024$36,169 · 0.26%
2023$29,251 · 0.26%
2022$60,629 · 0.52%
Same employer
Similar plansInformation & Media · California
Aeris Communications, Inc. CA$16.2M · 0.40%
Dronedeploy, Inc. CA$16.1M · 0.16%
E.Republic LLC CA$15.9M · 0.01%
Gravitational, Inc. CA$15.9M · 0.13%
Rahi Systems Inc CA$15.6M · 0.07%
Autonomic, LLC CA$15.3M · 0.13%
Music Reports, Inc. CA$15.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980657263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.