How big is LIV Communities LLC's plan?

LIV Communities LLC's plan reported $10.8M in assets and 110 participants for 2024.

Original filing (PDF)20250827101739NAL0004932243001

LIV Communities LLC

Name: LIV Communities LLC — LIV Communities 401(k) Profit, Form 5500 (2024)
Creator: LIV Communities LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

LIV Communities 401(k) Profit Sharing Plan

401(k) retirement plan · LIV Communities LLC's LIV Communities 401(k) Profit Sharing Plan held $10.8M in plan assets for 110 participants in 2024, with Fidelity as recordkeeper.

Active participants

110

Accounts w/ balance

143

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

People on this filing

Anthony Shook signed LIV Communities LLC's 2024 Form 5500 as plan administrator.

Anthony Shook — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LIV Communities LLC's EIN is 26-1514930.

EIN 26-1514930

Plan number 001

Plan year 2024

ACK ID 20250827101739NAL0004932243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LIV Communities LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LIV Communities LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIV COMMUNITIES LLC.

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

LIV COMMUNITIES LLC

EIN

all filings

Address

1600 SOUTH BEACON BLVD · SUITE 260 · GRAND HAVEN, MI · 49417

Phone

(616) 846-6900

Industry

Real Estate

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

2025-08-27

Pension benefit codes

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2G · Total participant-directed accounts

2K · 401(m) arrangement

2J · 401(k) feature

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$30K	—

Investments

37 direct securities· $10.8M(100% of reported assets)

Mutual Funds

$6.9M

20 holdings

Common Collective Trusts

$2.5M

5 holdings

Other securities

$1.2M

11 holdings

U.S. Treasuries

$152K

1 holding

					% of plan
Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$1.6M	14.8%
Fidelity Freedom Index 2045 IP	Mutual Funds	—	—	$967K	9.0%
Fidelity Freedom Index 2025 IP	Mutual Funds	—	—	$929K	8.6%
Fidelity Freedom Index 2035 IP	Mutual Funds	—	—	$878K	8.2%
Fidelity Freedom Index 2030 IP	Mutual Funds	—	—	$651K	6.1%
Fidelity Large Cap GR Idx	Common Collective Trusts	—	—	$578K	5.4%
Fidelity Freedom Index 2050 IP	Mutual Funds	—	—	$369K	3.4%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$362K	3.4%
Fidelity Freedom Index 2010 IP	Mutual Funds	—	—	$342K	3.2%
Artisan International Small-Mid Fund	Other securities	—	—	$320K	3.0%
Fidelity Freedom Index 2070 IP	Mutual Funds	—	—	$309K	2.9%
Fidelity Freedom Index 2055 IP	Mutual Funds	—	—	$294K	2.7%
American Funds American Mutual Fund	Mutual Funds	—	—	$254K	2.4%
Fidelity Freedom Index 2060 IP	Mutual Funds	—	—	$241K	2.2%
Akre Focus Fund Institutional	Other securities	—	—	$236K	2.2%
Fidelity Freedom Index 2040 IP	Mutual Funds	—	—	$236K	2.2%
Fidelity Freedom Index Income Fund	Mutual Funds	—	—	$209K	1.9%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$207K	1.9%
Fidelity Freedom Index 2020 IP	Mutual Funds	—	—	$197K	1.8%
Fidelity U.S. Bond Index	Mutual Funds	—	—	$173K	1.6%
JPMorgan Government Bond Fund	U.S. Treasuries	—	—	$152K	1.4%
RBC Emerging Markets Equity Fund	Other securities	—	—	$149K	1.4%
Allspring Special Small Cap Value Fund	Other securities	—	—	$140K	1.3%
Fidelity Freedom Index 2065 IP	Mutual Funds	—	—	$135K	1.3%
Artisan High Income Fund	Other securities	—	—	$131K	1.2%
Fidelity Intl Cap Appr K6	Mutual Funds	—	—	$119K	1.1%
Allspring Special Mid Cap Value Fund	Other securities	—	—	$115K	1.1%
Janus Henderson Triton Fund	Mutual Funds	—	—	$103K	1.0%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$101K	0.9%
Vanguard International Value Fund	Mutual Funds	—	—	$88K	0.8%
Thornburg Strategic Income Fund	Other securities	—	—	$58K	0.5%
Goldman Sachs Inflation Protected Securities Fund	Other securities	—	—	$50K	0.5%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$31K	0.3%
T. Rowe Price Dividend Growth Fund	Other securities	—	—	$21K	0.2%
MFS Mid Cap Growth Fund Class R6	Mutual Funds	—	—	$17K	0.2%
Loans	Other securities	—	—	$494	<0.1%
Guggenheim Total Return Bond Instl	Other securities	—	—	$320	<0.1%