AUMdb

Liveaction 401(k) Plan

Sponsored by Liveaction, Inc. · EIN 261862392 · Plan #001

Total assets
$15.7M
Net assets
$15.7M
Active participants
82
With balances
127

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gallagher Benefit Services Inc Investment management, Direct payment from the plan $32,416
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $21,391