Livtech Purchaser, Inc. 401(k) Profit Sharing Plan
Sponsored by Livtech Purchaser, Inc. · EIN 880669136 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 236
- With balances
- 258
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $28,736 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $17,495 |
| Erisa Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,100 |