Live Oak LLC 401(k) Plan
What public Form 5500 filings show about the Live Oak LLC 401(k) plan — and how to find and check your own account.
The Live Oak LLC 401(k) on its latest Form 5500
Live Oak LLC (EIN 83-3153191) reports LIVE OAK LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $346K in plan assets across 26 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Live Oak LLC filing — schedules, fees, and providers.
Who runs the Live Oak LLC 401(k)?
Live Oak LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Live Oak LLCHR for the recordkeeper’s name and login.
How to check your Live Oak LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Live Oak LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).