Plan Ledger DOL Form 5500 · updated monthly

Livevox, Inc.401(k)

LIVEVOX, INC. 401(K) RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2023

Reported admin expense ratio · 2023
0.23%

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

Livevox, Inc. reported $61,248 in plan administrative expenses for 2023: 0.23% of average plan assets, below the peer median. Employer contributions averaged $3,725 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 has held roughly steady near 0.230%. 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 2,662nd-largest of 9,483 plans among California employers on file, and the 4,160th of 11,654 in professional & technical services. In 2023, employees put in $3.72 for every $1.00 the employer contributed; active participation has shrunk from 367 to 288 since 2022.

Plan summary
Net assets, end of year$30,225,957
Participants with balances324
Active participants288
Employer contributions$1,072,696
Employee contributions$3,992,475
Employer contribution per active participant$3,725
Average account balance$93,290
Benefits paid to participants$3,209,223
Plan auditUnmodified (clean) audit opinion
AuditorTRAVELLER & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$30.2M · 324 accts · $1.1M emplr
2022$23.1M · 357 accts · $1.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,244
Investment management$56,004
Total administrative$61,248
The Livevox, Inc. 401(k) match · 2023
Employer contribution per active participant$3,725
Median for plans this size$2,440
2023$3,725 per active participant
2022$3,436 per active participant

Livevox, 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 · 20233
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$44,815
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,189
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,332

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

Administrative cost history3
2024Not separately reported
2023$61,248 · 0.23%
2022$53,690 · 0.23%
Same employer
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Appdirect CA$30.3M · 0.15%
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Sorrento Therapeutics, Inc. CA$30.3M · 0.03%
Freenome Holdings Inc. CA$30.2M · 0.02%
Square Enix, Inc. CA$30.1M · 0.03%
Mns Engineers, Inc. CA$30.0M · 0.40%
Zazzle Inc. CA$29.7M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134031544 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.