Employers › LiveAction

LiveAction 401(k)

Professional, scientific, and technical services
Campbell, CA
EIN 26-1862392
1 plan with Schedule H financials
Plan year 2024
LiveAction Inc
filed as Liveaction, Inc.

Recordkeeping fees per participant · Liveaction 401(k) Plan · plan year 2024

$153.39

Higher than 78% of the 14,075 plans $10 to 50M that report it.

Source

= $19,481 / 127
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015122120NAL0002280451002, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015122120NAL0002280451002, received 2025-10-15

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.

OverviewFull recordProvidersYear over year

Cost and contributions

Administrative expenses excluding investment management, per participant

$153.39

10th: $15.36median $118.8890th: $340.63

Higher than 62% of the 24,371 plans $10 to 50M that report it.

Source

= $19,481 / 127
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015122120NAL0002280451002, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015122120NAL0002280451002, received 2025-10-15

Administrative expenses per participant

$423.67

10th: $26.86median $197.2590th: $456.10

Higher than 87% of the 25,098 plans $10 to 50M that report it.

Source

= $53,806 / 127
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015122120NAL0002280451002, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015122120NAL0002280451002, received 2025-10-15

Administrative expenses as a share of assets

0.343%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 59% of the 25,132 plans $10 to 50M that report it.

Source

= $53,806 / $15,676,533
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015122120NAL0002280451002, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015122120NAL0002280451002, received 2025-10-15

Employer contributions per participant

$1,844

10th: $664median $2,07490th: $4,751

Higher than 43% of the 24,050 plans $10 to 50M that report it.

Source

= $234,129 / 127
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015122120NAL0002280451002, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015122120NAL0002280451002, received 2025-10-15

Employer share of total contributions

15.9%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 15% of the 24,084 plans $10 to 50M that report it.

Source

= $234,129 / $1,470,845
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015122120NAL0002280451002, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015122120NAL0002280451002, received 2025-10-15

Plan terms, as stated in LiveAction Inc's SEC filings

Plan terms are not published in public filings.

Plan features

2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015122120NAL0002280451002, received 2025-10-15

Full record, Liveaction 401(k) Plan

Field	Value	Source
Plan sponsor	LIVEACTION, INC.	Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015122120NAL0002280451002, received 2025-10-15
Plan name	LIVEACTION 401(K) PLAN	Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015122120NAL0002280451002, received 2025-10-15
Sponsor EIN / plan number	26-1862392 / 001	Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015122120NAL0002280451002, received 2025-10-15
Plan type	single-employer	Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015122120NAL0002280451002, received 2025-10-15
Sponsor location	CAMPBELL, CA	Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015122120NAL0002280451002, received 2025-10-15
Industry (business code)	541990, Professional, scientific, and technical services	Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015122120NAL0002280451002, received 2025-10-15
Plan year	2024-01-01 to 2024-12-31	Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015122120NAL0002280451002, received 2025-10-15
Filing received	2025-10-15	Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015122120NAL0002280451002, received 2025-10-15
Final filing	no	Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015122120NAL0002280451002, received 2025-10-15
Amended filing	no	Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015122120NAL0002280451002, received 2025-10-15
Participants, beginning of year	158	Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015122120NAL0002280451002, received 2025-10-15
Active participants	82	Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015122120NAL0002280451002, received 2025-10-15
Participants, end of year	144	Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015122120NAL0002280451002, received 2025-10-15
Participants with an account balance	127	Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015122120NAL0002280451002, received 2025-10-15
Total assets, beginning of year	$17,211,025	Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015122120NAL0002280451002, received 2025-10-15
Total assets, end of year	$15,676,533	Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015122120NAL0002280451002, received 2025-10-15
Net assets, end of year	$15,676,533	Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015122120NAL0002280451002, received 2025-10-15
Total income	$3,592,781	Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015122120NAL0002280451002, received 2025-10-15
Net income	$-1,534,492	Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015122120NAL0002280451002, received 2025-10-15
Employer contributions	$234,129	Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015122120NAL0002280451002, received 2025-10-15
Participant contributions	$1,236,716	Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015122120NAL0002280451002, received 2025-10-15
Total contributions	$1,470,845	Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015122120NAL0002280451002, received 2025-10-15
Benefit payments	$5,073,467	Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015122120NAL0002280451002, received 2025-10-15
Total expenses (incl. benefit payments)	$5,127,273	Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015122120NAL0002280451002, received 2025-10-15
Total administrative expenses	$53,806	Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015122120NAL0002280451002, received 2025-10-15
Recordkeeping fees	$19,481	Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015122120NAL0002280451002, received 2025-10-15
Investment advisory and management fees	$34,325	Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015122120NAL0002280451002, received 2025-10-15
Administrative expenses excluding investment management	$19,481	derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015122120NAL0002280451002, received 2025-10-15
Held in common/collective trusts	$646,215	Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015122120NAL0002280451002, received 2025-10-15
Held in mutual funds	$14,751,157	Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015122120NAL0002280451002, received 2025-10-15
Independent auditor	PRAGER METIS CPAS LLP	Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015122120NAL0002280451002, received 2025-10-15

Position = column in the DOL layout for form year 2024. Filing 20251015122120NAL0002280451002, received 2025-10-15.

Service providers paid directly by the plan

Provider	Relationship	Service codes	Direct compensation	Indirect
GALLAGHER BENEFIT SERVICES INC	NONE	28 Investment management; 50 Direct payment from the plan	$32,416	no
SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper	NONE	15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees	$21,391	no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015122120NAL0002280451002, received 2025-10-15.

What changed since the 2023 plan year

Figure	2023	2024	Change
Total assets	$17,211,025	$15,676,533	-8.9%
Participants with a balance	144	127	-11.8%
Administrative expenses	$48,292	$53,806	11.4%
Recordkeeping fees per participant	$125.65	$153.39	22.1%
Employer contributions	$257,912	$234,129	-9.2%

Prior filing 20241015154647NAL0030224481001, received 2024-10-15; the plan years are contiguous.

Alerts, claims and corrections

Sponsor name as filed: LIVEACTION, INC.; SEC registrant: LiveAction Inc (CIK 1619436, matched by EIN).