Retirement plan

LIVENTUS, INC. 401(K) PLAN

Name: LIVENTUS, INC. - LIVENTUS, INC. 401(K) PLAN (2024) Form 5500
Creator: LIVENTUS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIVENTUS, INC. 401(K) PLAN, LIVENTUS, INC.

LIVENTUS, INC.EIN 45-3752447Plan #001PY 2024

3400 DUNDEE ROAD, SUITE 180 - NORTHBROOK, IL 60062847-291-1333liventus.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.8M

+35.7% from 2023

Total participants

+16.3% from 2023

Average account balance

$66,485

+16.7% from 2023

Annual return

24.32%

-10.20 pp from 2023

Benchmarks

See 28,877 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,877 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.79M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$66K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$507K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+24.32%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3311

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$189K

$4102 / participant

Other / not subdivided$189K100.0%

% of EOY assets

4.980%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,485

$102,429-35.1%

$147,096-54.8%

$80,925-17.8%

Participation rate

100.0%

75.9%+24.1pp

82.2%+17.8pp

67.7%+32.3pp

Annual return

24.32%

135.02%-110.7pp

419.75%-395.4pp

35.65%-11.3pp

Employer contribution / active EE

$4,516

$3,716+21.5%

$4,936-8.5%

$2,756+63.8%

Participant deferral / active EE

$6,516

$6,649-2.0%

$8,071-19.3%

$4,299+51.6%

Admin fee / account holder

$3,311

$7,957-58.4%

$13,005-74.5%

$6,940-52.3%

LIVENTUS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIVENTUS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion