Plan Ledger DOL Form 5500 · updated monthly

Talivity, Inc401(k)

TALIVITY 401(K) SAVINGS PLAN · NORWALK, CT · plan year 2024

Reported admin expense ratio · 2024
0.24%

Talivity, Inc reported $44,014 in plan administrative expenses for 2024: 0.24% of average plan assets, below 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 1 year on file its reported administrative ratio fell from 0.32% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 552nd-largest of 1,106 plans among Connecticut employers on file, and the 599th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$20,564,947
Participants with balances383
Active participants455
Employer contributions—
Employee contributions$2,594,077
Employer contribution per active participant—
Average account balance$53,694
Benefits paid to participants$1,731,536
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$20.6M · 383 accts
2023$16.9M · 404 accts · $172K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,014
Total administrative$44,014
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$44,013
ADP BROKER-DEALERindirect comp
WELLS FARGO · Other servicesindirect 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
2023ADP

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

Administrative cost history2
2024$44,014 · 0.24%
2023$46,440 · 0.32%
Same employer
Similar plansAdministrative & Support Services · Connecticut
Daversa Partners, Inc. CT$32.2M · 0.12%
All Waste, Inc. CT$29.5M · 0.20%
Cwpm, LLC CT$22.3M · 0.40%
Cavalry Investments, LLC CT$21.3M · 0.33%
The Workplace, Inc. CT$19.0M · 0.50%
Imagineers, L.L.C CT$14.0M · 0.92%
Basement Systems, Inc. CT$12.8M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474689688 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.