How big is Live Oak, Inc.'s plan?

Live Oak, Inc.'s plan reported $1.8M in assets and 39 participants for 2025.

Original filing (PDF)20260421131016NAL0005409842001

Live Oak, Inc.

Name: Live Oak, Inc. — Live Oak, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Live Oak, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Live Oak, Inc. 401(k) Plan

401(k) retirement plan · Live Oak, Inc.'s Live Oak, Inc. 401(k) Plan held $1.8M in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Chris Mayer signed Live Oak, Inc.'s 2025 Form 5500 as plan administrator.

Chris Mayer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Live Oak, Inc.'s EIN is 20-1391168.

EIN 20-1391168

Plan number 001

Plan year 2025

ACK ID 20260421131016NAL0005409842001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Live Oak, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Live Oak, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIVE OAK, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score