Back to filter
Original filing (PDF)20250429130518NAL0000348227001
LIVE OAK, INC.
Form 5500-SF
FILING_RECEIVED
LIVE OAK, INC. 401(K) PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
39
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIVE OAK, INC..
Plan sponsor
Name
LIVE OAK, INC.
EIN
20-1391168
Address
1300 WEST BELMONT AVENUE · SUITE 300 · CHICAGO, IL · 60657
Phone
(773) 880-1310
Industry
Health Care & Social Assistancesee 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
2025-04-29
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
GREEN COUNSELING SERVICES, PLLC
GREEN COUNSELING SERVICES, PLLC 401(K) PLAN
$1.2M · 82 participants
MEYER SPORTS INC.
MEYER SPORTS INC. 401(K) PLAN
$1.1M · 10 participants
THUMB AREA PSYCHOLOGICAL SERVICES LLC
THUMB AREA PSYCHOLOGICAL SERVICES LLC 401(K) PLAN
$1.1M · 37 participants
BEHAVIORAL MOMENTUM SERVICES LLC
BEHAVIORAL MOMENTUM SERVICES LLC 401(K) PLAN
$1.1M · 21 participants
EHS SUPPORT SERVICES, LLC
EHS SUPPORT SERVICES 401(K) PLAN
$1.1M · 40 participants
REGENERATION COUNSELING SERVICES, INC.
REGENERATION COUNSELING SERVICES, INC. 401(K) PLAN
$1.2M · 23 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B