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Original filing (PDF)20250929220030NAL0012618160002
LIVELY. INC.
Form 5500
FILING_RECEIVED
LIVELY, INC.
401(k) retirement plan
Signals · 1
48% in single holding
Active participants
152
Accounts w/ balance
237
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
25 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
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual fund" is 48% of plan.
Helping the score
- Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIVELY. INC..
Plan sponsor
Name
LIVELY. INC.
EIN
81-1358008
Address
77 GEARY STREET · FLOOR 5 · SAN FRANCISCO, CA · 94108
Phone
(888) 576-4837
Industry
Information / Tech / Mediasee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $9K | — |
Investments
25 direct securities· $8.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual fund | — | — | — | $4.2M | 47.1% | |
| Vanguard Funds Developed Markets Index Admiral Mutual fund | — | — | — | $1.3M | 14.4% | |
| Vanguard Group Bond Index Admiral Class Mutual fund | — | — | — | $1.1M | 12.0% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual fund | — | — | — | $772K | 8.6% | |
| Vanguard Specialized Dividend REIT Index Fund Adm Mutual fund | — | — | — | $293K | 3.2% | |
| Vanguard Funds Total International Bond Index Mutual fund | — | — | — | $285K | 3.2% | |
| Vanguard Specialized Dividend Appreciation Index Fund Mutual fund | — | — | — | $197K | 2.2% | |
| Vanguard Group Growth Index Admiral Mutual fund | — | — | — | $171K | 1.9% | |
| Vanguard Group Extended Market Index Mutual fund | — | — | — | $97K | 1.1% | |
| Vanguard Group Value Index Admiral Mutual fund | — | — | — | $81K | 0.9% | |
| Vanguard Specialized Dividend Appreciation Index Fund Mutual fund | — | — | — | $54K | 0.6% | |
| Vanguard Group Mid-Cap Value Index Admiral Mutual fund | — | — | — | $48K | 0.5% | |
| Vanguard Group Index 500 Admiral Mutual fund | — | — | — | $47K | 0.5% | |
| Vanguard Group Small Cap Index Admiral Mutual fund | — | — | — | $44K | 0.5% | |
| Notes receivable from participants dates through April 2029 - | — | — | — | $39K | 0.4% | |
| Vanguard Short-Term Inflation Protected Securities Mutual fund | — | — | — | $34K | 0.4% | |
| Vanguard Industrials Index Admiral Mutual fund | — | — | — | $33K | 0.4% | |
| Vanguard Telecom Services Index Admiral Mutual fund | — | — | — | $26K | 0.3% | |
| Vanguard Group Small Cap Value Index Admiral Mutual fund | — | — | — | $19K | 0.2% | |
| Vanguard Group Large Cap Index Fund Admiral Mutual fund | — | — | — | $8K | <0.1% | |
| Vanguard Group High Dividend Yield Index Admiral Mutual fund | — | — | — | $5K | <0.1% | |
| Vanguard Group Mid Cap Index Mutual fund | — | — | — | $5K | <0.1% | |
| Vanguard Health Care Index Admiral Mutual fund | — | — | — | $3K | <0.1% | |
| Vanguard Health Care Index Admiral Mutual fund | — | — | — | $3K | <0.1% | |
| Vanguard Group Short Term Bond Index Admiral Mutual fund | — | — | — | $1K | <0.1% |