Plan Ledger DOL Form 5500 · updated monthly

Livtech Purchaser, Inc.401(k)

LIVTECH PURCHASER, INC. 401(K) PROFIT SHARING PLAN · KNOXVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.71%

Livtech Purchaser, Inc. reported $50,073 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. 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 0.67% to 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Tennessee (914th of 1,496), and 1,639th of 2,199 in information & media.

Plan summary
Net assets, end of year$8,017,198
Participants with balances258
Active participants236
Employer contributions—
Employee contributions$1,522,951
Employer contribution per active participant—
Average account balance$31,074
Benefits paid to participants$457,688
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 258 accts
2023$6.0M · 239 accts
2022$3.8M · 148 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,993
Total administrative$50,073
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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$28,736
ERISA SERVICES, INC. · Recordkeeping · Loan processing$2,100
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$17,495

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

Recordkeeper by year2
2024ERISA SERVICES, INC., Transamerica
2023ERISA SERVICES, INC., Transamerica

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Administrative cost history3
2024$50,073 · 0.71%
2023$35,291 · 0.72%
2022$24,652 · 0.67%
Similar plansInformation & Media · Tennessee
Bentkey Services, LLC TN$11.2M · 0.78%
Malco Management Company TN$10.9M · 0.08%
The Production Hive, LLC TN$8.0M · 0.93%
Providertrust, Inc. TN$7.5M · 1.15%
Boe-Tel Tn Company, LLC TN$6.8M · 0.98%
Standard Media Group LLC TN$4.5M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880669136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.