Liveone 401(k) Retirement Plan
Sponsored by Liveone, Inc. · EIN 980657263 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 115
- With balances
- 156
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Resources Investment Advisors, Inc. | Recordkeeping, Trustee (institutional), Other services | $33,088 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $3,080 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |
| Morningstar Retirement Manager | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |