How big is Live Oak Advisors, LLC's plan?

Live Oak Advisors, LLC's plan reported $2.1M in assets and 6 participants for 2024.

Original filing (PDF)20250516100550NAL0020091089001

Live Oak Advisors, LLC

Name: Live Oak Advisors, LLC — Live Oak Advisors, LLC, Form 5500 (2024)
Creator: Live Oak Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Live Oak Advisors, LLC 401(k) Plan

401(k) retirement plan · Live Oak Advisors, LLC's Live Oak Advisors, LLC 401(k) Plan held $2.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Michelle Myhre signed Live Oak Advisors, LLC's 2024 Form 5500 as plan administrator.

Michelle Myhre — 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 Advisors, LLC's EIN is 20-3536359.

EIN 20-3536359

Plan number 001

Plan year 2024

ACK ID 20250516100550NAL0020091089001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Live Oak Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Live Oak Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ADVISORS, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

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