Plan Ledger DOL Form 5500 · updated monthly

Liveonny403(b)

LIVEONNY TAX DEFERRED ANNUITY PLAN · LIC, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Liveonny reported $33,349 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,603 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 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,576th-largest of 5,648 plans among New York employers on file, and the 2,218th of 11,911 in health care & social assistance. In 2024, employees put in $1.02 for every $1.00 the employer contributed; active participation has grown from 234 to 336 since 2022.

Plan summary
Net assets, end of year$40,674,673
Participants with balances423
Active participants336
Employer contributions$1,882,669
Employee contributions$1,925,995
Employer contribution per active participant$5,603
Average account balance$96,158
Benefits paid to participants$8,086,302
Plan auditUnmodified (clean) audit opinion
AuditorJM&M
Plan history3
Yearassets · accounts · employer contribution
2024$40.7M · 423 accts · $1.9M emplr
2023$39.9M · 378 accts · $1.4M emplr
2022$34.7M · 301 accts · $1.2M emplr
The Liveonny 401(k) match · 2024
Employer contribution per active participant$5,603
Median for plans this size$2,416
2024$5,603 per active participant
2023$5,500 per active participant
2022$4,951 per active participant

Liveonny's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$21,805
VANGUARD ADVISERS INC. · Investment advisory (participants)$13,144

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$33,349 · 0.08%
2023$23,098 · 0.06%
2022$20,312 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · New York
Four Winds, Inc. NY$42.1M · 0.36%
The Animal Medical Center NY$41.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132945229 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.