Plan Ledger DOL Form 5500 · updated monthly

Liviniti Intermediate II, LLC401(k)

SOUTHERN SCRIPTS INTERMEDIATE II LLC 401(K) PLAN · NATCHITOCHES, LA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Liviniti Intermediate II, LLC reported $75,830 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,309 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 0.59% to 0.66%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 356th-largest of 884 plans among Louisiana employers on file, and 3,657th of 4,798 in finance & insurance. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has grown from 281 to 375 since 2022.

Plan summary
Net assets, end of year$13,355,649
Participants with balances295
Active participants375
Employer contributions$865,836
Employee contributions$1,699,094
Employer contribution per active participant$2,309
Average account balance$45,273
Benefits paid to participants$880,507
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 295 accts · $866K emplr
2023$9.8M · 264 accts · $733K emplr
2022$6.7M · 215 accts · $567K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,511
Investment management$34,319
Total administrative$75,830
The Liviniti Intermediate II, LLC 401(k) match · 2024
Employer contribution per active participant$2,309
Median for plans this size$2,416
2024$2,309 per active participant
2023$2,066 per active participant
2022$2,017 per active participant

Liviniti Intermediate II, LLC's 2024 employer contribution ran below 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$41,511
ROYAL ALLIANCE ASSOCIATES, INC. · Recordkeeping · Trustee$34,319
ADP BROKER-DEALERindirect 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, ROYAL ALLIANCE ASSOCIATES, INC.
2023ADP, FSC SECURITIES CORPORATION

This plan has changed recordkeepers within these filings. If you left Liviniti Intermediate II, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$75,830 · 0.66%
2023$53,701 · 0.65%
2022$36,868 · 0.59%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 845140855 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.