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Original filing (PDF)20251015181335NAL0007137248001
LIQUID WEB LLC
Form 5500
FILING_RECEIVED
LIQUID WEB LLC 401K PLAN
401(k) retirement plan
Active participants
511
Accounts w/ balance
777
Plan assets (EOY)
$36.6M
Net assets (EOY)
$36.6M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 48 bps in Schedule C fees — 66% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIQUID WEB LLC.
Plan sponsor
Name
LIQUID WEB LLC
EIN
38-3423459
Address
2703 ENA · LANSING, MI · 48917
Phone
(800) 580-4985
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $92K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISORY PLAN | $84K | — |
Investments
31 direct securities · 1 pooled fund· $36.7M(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.
Uncategorized
$35.3M
30 holdings
Common Collective Trust
$964K
1 holding
Mutual Funds
$461K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2045 R6 | — | — | — | $6.7M | 18.2% | |
| American Funds Target Date Retirement 2055 R6 | — | — | — | $5.4M | 14.8% | |
| Vanguard 500 Index Admiral Shares | — | — | — | $3.4M | 9.2% | |
| American Funds Target Date Retirement 2035 R6 | — | — | — | $3.3M | 9.0% | |
| American Funds Target Date Retirement 2050 R6 | — | — | — | $3.3M | 8.9% | |
| American Funds Target Date Retirement 2040 R6 | — | — | — | $2.1M | 5.7% | |
| Vanguard Developed Markets Index Fund Admiral | — | — | — | $1.6M | 4.4% | |
| American Funds Target Date Retirement 2060 R6 | — | — | — | $1.3M | 3.5% | |
| Vanguard Small Cap Index Admiral | — | — | — | $1.2M | 3.2% | |
| American Funds Target Date Retirement 2020 R6 ** 257 American Funds Target Date Retirement 2025 R6 | — | — | — | $1.1M | 2.9% | |
| RELIANCE/METLIFE STABLE 25053 CLASS METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $964K | 2.6% | |
| MFS Aggressive Growth Allocation R4 | — | — | — | $749K | 2.0% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $595K | 1.6% | |
| Vanguard Total Bd Mkt Index Adm | — | — | — | $543K | 1.5% | |
| Dodge & Cox Stock X | — | — | — | $495K | 1.4% | |
| T. Rowe Price Dividend Growth | — | — | — | $481K | 1.3% | |
| Federated Hermes MDT Mid Cap Gr R6 | — | — | — | $469K | 1.3% | |
| American Century Ultra | — | — | — | $466K | 1.3% | |
| American Funds Balanced R6 | Mutual Funds | — | — | $461K | 1.3% | |
| Dodge & Cox Income X | — | — | — | $406K | 1.1% | |
| Vanguard Emerging Markets Stock Index Admiral | — | — | — | $356K | 1.0% | |
| Victory Sycamore Established Value R6 | — | — | — | $241K | 0.7% | |
| Vanguard Real Estate Index Admiral | — | — | — | $217K | 0.6% | |
| American Funds Target Date Retirement 2030 R6 | — | — | — | $200K | 0.5% | |
| JPMorgan Small Cap Equity R5 | — | — | — | $172K | 0.5% | |
| Federal Institutional High Yield Bond Instl | — | — | — | $135K | 0.4% | |
| Federated Hermes High Yld Bd IS | — | — | — | $135K | 0.4% | |
| American Funds Target Date Retirement 2065 R6 | — | — | — | $107K | 0.3% | |
| Columbia Small Cap Growth A | — | — | — | $91K | 0.2% | |
| American Funds Target Date Retirement 2010 R6 | — | — | — | $81K | 0.2% | |
| American Century Small Cap Value | — | — | — | $43K | 0.1% | |
| American Funds Target Date Retirement 2015 R6 | — | — | — | $26K | <0.1% |
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