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  1. Companies/
  2. Live Comfortably LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Live Comfortably LLC

EIN 33-2782765-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$74.0M assets
Welfare
1
$2.4M premiums
Participants
2,436
901 W. YAMATO RD., SUITE 250 - BOCA RATON, FL 334314497561-997-6900LinkedIn1-10 employees
Plans on this EIN
3 filings
#002401(k)-$73.7M - 1,509 part#003401(k)-$314K - 11 part#501Fully insured-$2.4M - 1,122 lives

Retirement portfolio analytics

2 plans aggregated / $74.0M assets / 1,520 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • LIVE COMFORTABLY 401(K) (#002)100%
  • UNION 401(K) Savings (#003)0%
Total $74.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
  • (Not disclosed)0%
Total $74.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LIVE COMFORTABLY 401(K) (#002)1,509
  • UNION 401(K) Savings (#003)11
Total 1,520Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 1,122 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Other$620K
  • Short-term disability$423K
  • Long-term disability$423K
  • Dental$416K
  • +2 more
Total $2.4M8 rows
See carrier and broker market share with Pro.

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LIVE COMFORTABLY 401(K) PLAN

401(k)

Assets$73.7M
Participants1,509
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SURE FIT INC. UNION 401(K) SAVINGS PLAN

401(k)

Assets$314K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIVE COMFORTABLY, LLC ASSOCIATE HEALTH & WELFARE PLAN

Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.4M
Covered lives1,122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LIVE COMFORTABLY 401(K) PLAN401(k)$73.7M1,5092025
003SURE FIT INC. UNION 401(K) SAVINGS PLAN401(k)$314K112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIVE COMFORTABLY, LLC ASSOCIATE HEALTH & WELFARE PLANFully insuredKAISER FOUNDATION HEALTH PLAN, INC.$2.4M1,1222025
Retirement plans
Welfare plans
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