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Original filing (PDF)20251015202007NAL0002966899001
LIVEVIEW TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
LVT 401(K) PLAN
401(k) retirement plan
Signals · 1
~126 bps in Sched C fees
Active participants
607
Accounts w/ balance
361
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
27 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 126 bps in Schedule C fees — 142% above peer band of 52 bps.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIVEVIEW TECHNOLOGIES, INC..
Plan sponsor
Name
LIVEVIEW TECHNOLOGIES, INC.
EIN
20-2350309
Address
802 E 1050 S · AMERICAN FORK, UT · 84003
Phone
(801) 221-9408
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RICHEY, MAY & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE | 36-6071399 | — | RECORDKEEPER | $57K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISOR | $26K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC-THE 401(K) EXPERTS | 26-2091417 | ST. PAUL, MN | TPA | $12K | — |
Investments
11 direct securities · 27 pooled funds· $12.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$7.2M
27 holdings
Uncategorized
$4.8M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: TA BLACKROCK LIFEPATH INDEX 2055 RET ACCT (extraction pending)] | — | — | — | $1.1M | 15.2% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $1.1M | 15.2% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $921K | 12.3% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2050 RET ACCT (extraction pending)] | — | — | — | $790K | 10.5% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $790K | 10.5% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2060 RET ACCT (extraction pending)] | — | — | — | $780K | 10.4% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $780K | 10.4% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2045 RET ACCT (extraction pending)] | — | — | — | $557K | 7.4% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $557K | 7.4% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2040 RET ACCT (extraction pending)] | — | — | — | $502K | 6.7% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $502K | 6.7% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2030 RET ACCT (extraction pending)] | — | — | — | $467K | 6.2% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $467K | 6.2% | |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123 | Pooled Separate Account | — | — | $377K | 5.0% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2035 RET ACCT (extraction pending)] | — | — | — | $293K | 3.9% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $293K | 3.9% | |
| JPMORGAN LRG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $271K | 3.6% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $266K | 3.5% | |
| BLACKROCK ADVANTAGE SMALL CAP CORE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 195 | Pooled Separate Account | — | — | $119K | 1.6% | |
| TCW METWEST TOTAL RETURN BND RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $108K | 1.4% | |
| [DFE: MFS VALUE RET ACCT (extraction pending)] | — | — | — | $107K | 1.4% | |
| MFS VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 710 | Pooled Separate Account | — | — | $107K | 1.4% | |
| DWS RREEF REAL ESTATE SECS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 026 | Pooled Separate Account | — | — | $90K | 1.2% | |
| MACQUARIE MID CAP GROUTH RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 002 | Pooled Separate Account | — | — | $90K | 1.2% | |
| AMERICAN CENTURY MID CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 194 | Pooled Separate Account | — | — | $76K | 1.0% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2025 RET ACCT (extraction pending)] | — | — | — | $69K | 0.9% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $69K | 0.9% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $55K | 0.7% | |
| [DFE: BALANCED FUND (extraction pending)] | — | — | — | $41K | 0.5% | |
| JP MORGAN INVESTOR GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $41K | 0.5% | |
| BLACKROCK HI YLD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 219 | Pooled Separate Account | — | — | $34K | 0.5% | |
| JANUS HENDERSON BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 227 | Pooled Separate Account | — | — | $27K | 0.4% | |
| HARTFORD BALANCED INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 880 | Pooled Separate Account | — | — | $10K | 0.1% | |
| TRANSAMERICA LIFEGOAL 2065 TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 003 | Pooled Separate Account | — | — | $8K | 0.1% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX RETIREMENT RET ACCT (extraction pending)] | — | — | — | $7K | <0.1% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $7K | <0.1% | |
| METROPOLITAN WEST TOTAL RET BD RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 772 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 501 | Pooled Separate Account | — | — | $0 | <0.1% |
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