401k Record

Employers › Lively

Lively 401(k)

Recordkeeping fees per participant · Lively, Inc. · plan year 2024

$16.42

Higher than 16% of the 7,477 plans $1 to 10M that report it.

Source

= $3,892 / 237
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929220030NAL0012618160002, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929220030NAL0012618160002, received 2025-09-29

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M 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 2025-09-29.

Cost and contributions

Administrative expenses excluding investment management, per participant

$16.42

10th: $13.66median $103.3390th: $302.77

Higher than 12% of the 14,713 plans $1 to 10M that report it.

Source

= $3,892 / 237
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929220030NAL0012618160002, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929220030NAL0012618160002, received 2025-09-29

Administrative expenses per participant

$42.29

10th: $19.42median $150.2790th: $370.75

Higher than 20% of the 15,210 plans $1 to 10M that report it.

Source

= $10,022 / 237
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929220030NAL0012618160002, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929220030NAL0012618160002, received 2025-09-29

Administrative expenses as a share of assets

0.111%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 15% of the 15,243 plans $1 to 10M that report it.

Source

= $10,022 / $9,015,226
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929220030NAL0012618160002, received 2025-09-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929220030NAL0012618160002, received 2025-09-29

Employer contributions per participant

$0

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / 237
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929220030NAL0012618160002, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929220030NAL0012618160002, received 2025-09-29

Employer share of total contributions

0.0%

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / $2,629,865
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929220030NAL0012618160002, received 2025-09-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929220030NAL0012618160002, received 2025-09-29

Plan terms, as stated in Lively, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250929220030NAL0012618160002, received 2025-09-29

Full record, Lively, Inc.

FieldValueSource
Plan sponsorLIVELY. INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250929220030NAL0012618160002, received 2025-09-29
Plan nameLIVELY, INC.Form 5500, line 1a; PLAN_NAME pos 16; filing 20250929220030NAL0012618160002, received 2025-09-29
Sponsor EIN / plan number81-1358008 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250929220030NAL0012618160002, received 2025-09-29
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250929220030NAL0012618160002, received 2025-09-29
Sponsor locationSAN FRANCISCO, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250929220030NAL0012618160002, received 2025-09-29
Industry (business code)519100, InformationForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250929220030NAL0012618160002, received 2025-09-29
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250929220030NAL0012618160002, received 2025-09-29
Filing received2025-09-29Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250929220030NAL0012618160002, received 2025-09-29
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250929220030NAL0012618160002, received 2025-09-29
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250929220030NAL0012618160002, received 2025-09-29
Participants, beginning of year240Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250929220030NAL0012618160002, received 2025-09-29
Active participants152Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250929220030NAL0012618160002, received 2025-09-29
Participants, end of year244Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250929220030NAL0012618160002, received 2025-09-29
Participants with an account balance237Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929220030NAL0012618160002, received 2025-09-29
Total assets, beginning of year$6,379,308Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250929220030NAL0012618160002, received 2025-09-29
Total assets, end of year$9,015,226Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929220030NAL0012618160002, received 2025-09-29
Net assets, end of year$9,015,226Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250929220030NAL0012618160002, received 2025-09-29
Total income$3,706,289Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250929220030NAL0012618160002, received 2025-09-29
Net income$2,635,918Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250929220030NAL0012618160002, received 2025-09-29
Employer contributions$0Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929220030NAL0012618160002, received 2025-09-29
Participant contributions$1,122,352Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250929220030NAL0012618160002, received 2025-09-29
Other contributions (incl. rollovers)$1,507,513Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250929220030NAL0012618160002, received 2025-09-29
Total contributions$2,629,865Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929220030NAL0012618160002, received 2025-09-29
Benefit payments$1,060,349Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250929220030NAL0012618160002, received 2025-09-29
Total expenses (incl. benefit payments)$1,070,371Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250929220030NAL0012618160002, received 2025-09-29
Total administrative expenses$10,022Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929220030NAL0012618160002, received 2025-09-29
Recordkeeping fees$3,892Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929220030NAL0012618160002, received 2025-09-29
Investment advisory and management fees$6,130Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250929220030NAL0012618160002, received 2025-09-29
Administrative expenses excluding investment management$3,892derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929220030NAL0012618160002, received 2025-09-29
Held in mutual funds$8,856,727Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250929220030NAL0012618160002, received 2025-09-29
Independent auditorARMANINO, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250929220030NAL0012618160002, received 2025-09-29

Position = column in the DOL layout for form year 2024. Filing 20250929220030NAL0012618160002, received 2025-09-29.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
GUIDELINE, INC.recordkeeperRECORDKEEPER 14 Plan administrator; 15 Recordkeeping and information management; 16 Consulting (general); 26 Investment advisory (participants); 27 Investment advisory (plan); 31 Named fiduciary; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 64 Recordkeeping fees; 65 Account maintenance fees; 72 Other investment fees and expenses $9,082no
BENEFIT TRUST COMPANYCUSTODIAN 18 Custodial (other than securities); 19 Custodial (securities) $0yes

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 20250929220030NAL0012618160002, received 2025-09-29.

What changed since the 2023 plan year

Figure20232024Change
Total assets$6,379,308$9,015,22641.3%
Participants with a balance2332371.7%
Administrative expenses$6,222$10,02261.1%
Recordkeeping fees per participant$9.36$16.4275.5%
Employer contributions$0$0

Prior filing 20241014181810NAL0015406323005, received 2024-10-14; the plan years are contiguous.

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Sponsor name as filed: LIVELY. INC.; SEC registrant: Lively, Inc. (CIK 1758834, matched by EIN).