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Original filing (PDF)20250821110227NAL0002046947001
LIVEOPS, INC.
Form 5500
FILING_RECEIVED
LIVEOPS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
279
Accounts w/ balance
368
Plan assets (EOY)
$19.1M
Net assets (EOY)
$19.1M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIVEOPS, INC..
Plan sponsor
Name
LIVEOPS, INC.
EIN
65-0995388
Address
1365 NORTH SCOTTSDALE ROAD · SUITE 390 · SCOTTSDALE, AZ · 85257
Phone
(800) 908-4502
Industry
Admin Support & Waste Mgmtsee 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
2025-08-21
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MANSPERGER PATTERSON & MCMULLIN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $44K | — |
Investments
34 direct securities · 1 pooled fund· $19.1M(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
$19.1M
33 holdings
Common Collective Trust
$11K
1 holding
Mutual Funds
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 27 * Fidelity FID FDM IDX 2035 IPR | — | — | — | $3.9M | 20.3% | |
| 29 * Fidelity FID FDM IDX 2045 IPR | — | — | — | $3.2M | 16.6% | |
| 28 * Fidelity FID FDM IDX 2040 IPR | — | — | — | $2.9M | 15.0% | |
| 30 * Fidelity FID FDM IDX 2050 IPR | — | — | — | $2.2M | 11.4% | |
| 26 * Fidelity FID FDM IDX 2030 IPR | — | — | — | $1.4M | 7.4% | |
| 25 * Fidelity FID FDM IDX 2025 IPR | — | — | — | $1.4M | 7.2% | |
| 17 * Fidelity FID 500 INDEX | — | — | — | $1.3M | 7.0% | |
| 31 * Fidelity FID FDM IDX 2055 IPR | — | — | — | $1.0M | 5.3% | |
| Participant Loans Interest Rates Ranging from 4.25% to 9.50% - | — | — | — | $306K | 1.6% | |
| 32 * Fidelity FID FDM IDX 2060 IPR | — | — | — | $298K | 1.6% | |
| 16 JP Morgan JPM LG CAP GROWTH R6 | — | — | — | $278K | 1.5% | |
| 7 Calvert CALV US LG CP CRI I | — | — | — | $200K | 1.0% | |
| 33 * Fidelity FID FDM IDX 2065 IPR | — | — | — | $151K | 0.8% | |
| 24 * Fidelity FID FDM IDX 2020 IPR | — | — | — | $137K | 0.7% | |
| 12 American Funds AF AMER MUTUAL R6 | — | — | — | $74K | 0.4% | |
| 18 * Fidelity FID MID CAP IDX | — | — | — | $58K | 0.3% | |
| 21 * Fidelity FID FDM IDX INC PRM | — | — | — | $58K | 0.3% | |
| 3 Mass Mutual MGL MID CP GR I | — | — | — | $56K | 0.3% | |
| 23 * Fidelity FID FDM IDX 2015 IPR | — | — | — | $54K | 0.3% | |
| 19 * Fidelity FID SM CAP IDX | — | — | — | $39K | 0.2% | |
| 10 MFS MID CAP VALUE R6 | — | — | — | $26K | 0.1% | |
| 9 Calvert BOND I | — | — | — | $24K | 0.1% | |
| 15 PIMCO PIM RAE US SM I | — | — | — | $15K | <0.1% | |
| 6 Neuberger Berman NB REAL ESTATE R6 | — | — | — | $13K | <0.1% | |
| 2 Putnam Investments PUTNAM SM CAP GR R6 | — | — | — | $13K | <0.1% | |
| Money Market Funds 35 * Fidelity FID GOVT MMKT K6 | — | — | — | $13K | <0.1% | |
| 22 * Fidelity FID FDM IDX 2010 IPR | — | — | — | $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 | — | — | — | $6K | <0.1% | |
| s 1 Legg Mason BWG HIGH YIELD IS | Mutual Funds | — | — | $5K | <0.1% | |
| 8 JP Morgan JPM CORE PLUS BND R6 | — | — | — | $3K | <0.1% | |
| 11 American Funds AF NEW PERSPECT R6 | — | — | — | $3K | <0.1% | |
| 13 American Funds AF NEW WORLD R6 | — | — | — | $3K | <0.1% | |
| 4 PGIM J INTL OPP R6 ** 266 5 Lord Abbett LD ABT BOND DBNTR R6 | — | — | — | $2K | <0.1% | |
| 14 DFA INF PRT SEC PORT | — | — | — | $1K | <0.1% |