Rhonda Cagle signed Liveone, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liveone, Inc.'s EIN is 98-0657263.
Download the official 2024 Form 5500 (PDF) for Liveone, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liveone, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $2.9M | 18.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $1.9M | 11.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.6M | 10.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 10.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 8.8% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $1.4M | 8.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $876K | 5.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $746K | 4.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $654K | 4.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $528K | 3.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $377K | 2.4% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $376K | 2.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $329K | 2.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $320K | 2.0% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $174K | 1.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $167K | 1.1% | |
| VIC CORE PLUS INTERM BOND R6 | Registered Investment Companies | — | — | $110K | 0.7% | |
| FULLERTHALER BEHAVE SC EQ INST | Registered Investment Companies | — | — | $100K | 0.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $68K | 0.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $63K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $55K | 0.3% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $36K | 0.2% | |
| COHEN STEERS US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $12K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1451524 |
| — |
| CONSULTANT |
| $33K |
| — |
| MORNINGSTAR RETIREMENT MANAGER | — | CHICAGO, IL | INVESTMENT MANAGER | $0 | — |
