Emily Sturgeon-Smith signed Liveops, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liveops, Inc.'s EIN is 65-0995388.
Download the official 2024 Form 5500 (PDF) for Liveops, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liveops, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $44K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 27 * Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $3.9M | 20.3% | |
| 29 * Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $3.2M | 16.6% | |
| 28 * Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $2.9M | 15.0% | |
| 30 * Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $2.2M | 11.4% | |
| 26 * Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $1.4M | 7.4% | |
| 25 * Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $1.4M | 7.2% | |
| 17 * Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $1.3M | 7.0% | |
| 31 * Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $1.0M | 5.3% | |
| Participant Loans Interest Rates Ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $306K | 1.6% | |
| 32 * Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $298K | 1.6% | |
| 16 JP Morgan JPM LG CAP GROWTH R6 | Other securities | — | — | $278K | 1.5% | |
| 7 Calvert CALV US LG CP CRI I | Other securities | — | — | $200K | 1.0% | |
| 33 * Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $151K | 0.8% | |
| 24 * Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $137K | 0.7% | |
| 12 American Funds AF AMER MUTUAL R6 | Mutual Funds | — | — | $74K | 0.4% | |
| 18 * Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $58K | 0.3% | |
| 21 * Fidelity FID FDM IDX INC PRM | Common Collective Trusts | — | — | $58K | 0.3% | |
| 3 Mass Mutual MGL MID CP GR I | Other securities | — | — | $56K | 0.3% | |
| 23 * Fidelity FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $54K | 0.3% | |
| 19 * Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $39K | 0.2% | |
| 10 MFS MID CAP VALUE R6 | Mutual Funds | — | — | $26K | 0.1% | |
| 9 Calvert BOND I | U.S. Treasuries | — | — | $24K | 0.1% | |
| 15 PIMCO PIM RAE US SM I | Mutual Funds | — | — | $15K | <0.1% | |
| 6 Neuberger Berman NB REAL ESTATE R6 | Other securities | — | — | $13K | <0.1% | |
| 2 Putnam Investments PUTNAM SM CAP GR R6 | Mutual Funds | — | — | $13K | <0.1% | |
| Money Market Funds 35 * Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $13K | <0.1% | |
| 22 * Fidelity FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $12K | <0.1% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $11K | <0.1% | |
| 20 * Fidelity FID INTL INDEX | Mutual Funds | — | — | $6K | <0.1% | |
| s 1 Legg Mason BWG HIGH YIELD IS | Mutual Funds | — | — | $5K | <0.1% | |
| 8 JP Morgan JPM CORE PLUS BND R6 | Other securities | — | — | $3K | <0.1% | |
| 11 American Funds AF NEW PERSPECT R6 | Mutual Funds | — | — | $3K | <0.1% | |
| 13 American Funds AF NEW WORLD R6 | Mutual Funds | — | — | $3K | <0.1% | |
| 4 PGIM J INTL OPP R6 ** 266 5 Lord Abbett LD ABT BOND DBNTR R6 | U.S. Treasuries | — | — | $2K | <0.1% | |
| 14 DFA INF PRT SEC PORT | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
