Tommy Horst signed Livtech Purchaser, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Livtech Purchaser, Inc.'s EIN is 88-0669136.
Download the official 2024 Form 5500 (PDF) for Livtech Purchaser, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Livtech Purchaser, Inc.'s plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $29K | — |
| ERISA SERVICES, INC. | 62-1200951 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $1.3M | 16.3% | |
| Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $1.2M | 14.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.1M | 13.4% | |
| MFS Growth | Mutual Funds | — | — | $697K | 8.7% | |
| Fidelity Freedom Index 2030 Premier | Mutual Funds | — | — | $496K | 6.2% | |
| MFS Mid Cap Growth | Mutual Funds | — | — | $473K | 5.9% | |
| Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $383K | 4.8% | |
| Fidelity Freedom Index 2035 Premier | Mutual Funds | — | — | $284K | 3.5% | |
| Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $277K | 3.5% | |
| Fidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $268K | 3.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $227K | 2.8% | |
| Fidelity Total International Index | Mutual Funds | — | — | $190K | 2.4% | |
| Fidelity Freedom Index Income Premier ** 217 Fidelity Mid Cap Index | Mutual Funds | — | — | $185K | 2.3% | |
| Transamerica Life Insurance Company Stable Value Core Option | Stable Value | — | — | $163K | 2.0% | |
| Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $148K | 1.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $147K | 1.8% | |
| Fidelity Freedom Index 2025 Premier | Mutual Funds | — | — | $144K | 1.8% | |
| Putnam Large Cap Value | Mutual Funds | — | — | $112K | 1.4% | |
| ClearBridge International Growth | Other securities | — | — | $50K | 0.6% | |
| T. Rowe Price Overseas Stock I | Other securities | — | — | $49K | 0.6% | |
| Goldman Sachs Small Cap Value Insights | Other securities | — | — | $37K | 0.5% | |
| JPMorgan Emerging Markets Equity | Other securities | — | — | $35K | 0.4% | |
| Putnam Small Cap Growth | Mutual Funds | — | — | $31K | 0.4% | |
| Fidelity Total Bond | Mutual Funds | — | — | $18K | 0.2% | |
| American Century Mid Cap Value | Other securities | — | — | $15K | 0.2% | |
| through 2027 - | Other securities | — | — | $6K | <0.1% | |
| Diversified Cash reserves | Cash / Money Market | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2010 Premier ** 217 Fidelity Freedom Index 2015 Premier ** 217 Fidelity Freedom Index 2020 Premier | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0818667 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $17K |
| — |
