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Original filing (PDF)20251015122120NAL0002280451002
LIVEACTION, INC.
Form 5500
FILING_RECEIVED
LIVEACTION 401(K) PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
127
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIVEACTION, INC..
Plan sponsor
Name
LIVEACTION, INC.
EIN
26-1862392
Address
901 CAMPISI WAY, SUITE 222 · CAMPBELL, CA · 95008
Phone
(669) 600-7667
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2A · Age/service weighted or new comparability
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
PRAGER METIS CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | — | NONE | $32K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $21K | — |
Investments
26 direct securities · 1 pooled fund· $15.4M(98% 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.
Uncategorized
$14.7M
26 holdings
Common Collective Trust
$646K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $3.4M | 21.8% | |
| MFS Mass Inv Growth Stock R6 Mutual fund | — | — | — | $2.3M | 14.5% | |
| T. Rowe Price Retirement 2030 I Mutual fund | — | — | — | $1.4M | 8.9% | |
| T. Rowe Price Retirement 2055 I Mutual fund | — | — | — | $1.3M | 8.6% | |
| T. Rowe Price Retirement 2040 I Mutual fund | — | — | — | $1.1M | 6.7% | |
| T. Rowe Price Retirement 2035 I Mutual fund | — | — | — | $905K | 5.8% | |
| Fidelity Advisors Int Capital Mutual fund | — | — | — | $758K | 4.8% | |
| Columbia Dividend Income Inst 3 Mutual fund | — | — | — | $755K | 4.8% | |
| RELIANCE TR CO SVF CIT SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $646K | 4.1% | |
| T. Rowe Price Retirement 2045 I Mutual fund | — | — | — | $548K | 3.5% | |
| T. Rowe Price Retirement 2005 I Mutual fund 620 T. Rowe Price Retirement 2010 I Mutual fund 619 T. Rowe Price Retirement 2015 I Mutual fund 619 T. Rowe Price Retirement 2020 I Mutual fund 618 T. Rowe Price Retirement 2025 I Mutual fund | — | — | — | $410K | 2.6% | |
| Fidelity US Bond Index Mutual fund | — | — | — | $336K | 2.1% | |
| Fidelity International Index Mutual fund | — | — | — | $304K | 1.9% | |
| T. Rowe Price Retirement 2050 I Mutual fund | — | — | — | $259K | 1.6% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $222K | 1.4% | |
| Vanguard Explorer Admiral Mutual fund | — | — | — | $145K | 0.9% | |
| American Funds New World R6 Mutual fund | — | — | — | $126K | 0.8% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $125K | 0.8% | |
| DFA International Value Mutual fund | — | — | — | $105K | 0.7% | |
| Vanguard Real Estate Index Mutual fund | — | — | — | $68K | 0.4% | |
| similar party rate of interest, collateral, par or maturity value Cost** Current Value American Fund American Balanced Mutual fund | — | — | — | $61K | 0.4% | |
| JPMorgan Mid Cap Growth R6 Mutual fund | — | — | — | $57K | 0.4% | |
| DFA US Targeted Value Portfolio Mutual fund | — | — | — | $36K | 0.2% | |
| DFA Inflation Protection Mutual fund | — | — | — | $25K | 0.2% | |
| T. Rowe Price Retirement 2060 I Mutual fund | — | — | — | $11K | <0.1% | |
| Nuveen Mid Cap Value R6 Mutual fund | — | — | — | $6K | <0.1% | |
| T. Rowe Price Retirement Bal I Mutual fund | — | — | — | $2K | <0.1% |
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