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Original filing (PDF)20251013162727NAL0001597521001
LIVE LEARNING TECHNOLOGIES SHARED RESOURCES
Form 5500
FILING_RECEIVED
LIVE LEARNING TECHNOLOGIES SR 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
612
Accounts w/ balance
593
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 71% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIVE LEARNING TECHNOLOGIES SHARED RESOURCES.
Plan sponsor
Name
LIVE LEARNING TECHNOLOGIES SHARED RESOURCES
EIN
83-2872068
Address
101 SOUTH HANLEY RD · SUITE 300 · CLAYTON, MO · 63105
Phone
(314) 230-9586
Industry
Information / Tech / Mediasee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
RUBINBROWN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $49K | — |
| CAMBRIDGE INVESTMENT RESEARCH. | — | FAIRFIELD, IA | NONE | $40K | — |
Investments
27 direct securities· $18.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $3.2M | 17.4% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $2.7M | 14.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.5M | 13.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.4M | 13.3% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.4M | 7.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.1M | 6.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.1M | 6.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $729K | 4.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $496K | 2.7% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $350K | 1.9% | |
| Vanguard Treasury Money Market Vanguard 0 | — | — | — | $290K | 1.6% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $282K | 1.6% | |
| Fidelity International Index Fidelity 0 | — | — | — | $280K | 1.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $228K | 1.3% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $197K | 1.1% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $151K | 0.8% | |
| Fidelity Inflation-Protected Bond Ind Fidelity 0 | — | — | — | $150K | 0.8% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $148K | 0.8% | |
| Fidelity Emerging Markets Index Fidelity 0 | — | — | — | $93K | 0.5% | |
| Vanguard Interm-Term Treas Index Adm Vanguard 0 | — | — | — | $78K | 0.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $73K | 0.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $33K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $17K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $12K | <0.1% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $11K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $11K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $5K | <0.1% |
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