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Original filing (PDF)20250725121742NAL0017090402001
LIVEWIRE EV, LLC
Form 5500
FILING_RECEIVED
LIVEWIRE EV, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
167
Accounts w/ balance
238
Plan assets (EOY)
$28.9M
Net assets (EOY)
$28.9M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIVEWIRE EV, LLC.
Plan sponsor
Name
LIVEWIRE EV, LLC
EIN
86-2844324
Address
3700 W JUNEAU AVE · MILWAUKEE, WI · 53208
Phone
(269) 303-1285
Industry
Manufacturingsee 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
2025-07-25
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | NONE | $26K | — |
Investments
21 direct securities· $27.8M(96% of reported assets)
Uncategorized
$22.5M
20 holdings
Mutual Funds
$5.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES iShares S&P 500 Index K | Mutual Funds | — | $8K | $5.3M | 18.5% | |
| BlackRock LifePath 2050 Fund | — | — | $134K | $3.1M | 10.8% | |
| BlackRock LifePath 2055 Fund | — | — | $129K | $3.1M | 10.7% | |
| BlackRock LifePath 2045 K | — | — | $118K | $2.6M | 9.1% | |
| Fidelity Contrafund K6 | — | — | $74K | $2.3M | 7.9% | |
| Vanguard Federal Money Market | — | — | $1.9M | $1.9M | 6.4% | |
| BlackRock LifePath Retirement K | — | — | $98K | $1.4M | 4.7% | |
| BlackRock LifePath 2040 K | — | — | $61K | $1.2M | 4.3% | |
| BlackRock LifePath 2030 K | — | — | $65K | $1.1M | 3.8% | |
| BlackRock LifePath 2035 K | — | — | $49K | $917K | 3.2% | |
| iShares Russell Small Mid Index | — | — | $53K | $899K | 3.1% | |
| BlackRock LifePath 2060 K | — | — | $40K | $861K | 3.0% | |
| MFS Value R6 | — | — | $14K | $672K | 2.3% | |
| American Funds Europacific Growth R | — | — | $11K | $584K | 2.0% | |
| EV Atlanta Capital Smid Cap R | — | — | $12K | $489K | 1.7% | |
| BlackRock LifePath 2065 K | — | — | $25K | $375K | 1.3% | |
| iShares US Aggregate Bond Index K | — | — | $39K | $344K | 1.2% | |
| iShares MSCI Total International Index K | — | — | $32K | $326K | 1.1% | |
| PIMCO Total Return Fund Inst | — | — | $19K | $162K | 0.6% | |
| 9.50% with maturities through 2029 | — | — | — | $102K | 0.4% | |
| PIMCO Real Return Fund Inst | — | — | $7K | $70K | 0.2% |