How big is Charlotte C. Weber & Live Oak STUD Partnership's plan?

Charlotte C. Weber & Live Oak STUD Partnership's plan reported $6.6M in assets and 46 participants for 2024.

Original filing (PDF)20250725150409NAL0006803841001

Charlotte C. Weber & Live Oak STUD Partnership

Name: Charlotte C. Weber & Live Oak STUD Partnership — Form 5500 Plan 002 (2024)
Creator: Charlotte C. Weber & Live Oak STUD Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlotte C. Weber & Live Oak STUD Partnership 401(k) Plan and Trust

401(k) retirement plan · Charlotte C. Weber & Live Oak STUD Partnership's Charlotte C. Weber & Live Oak STUD Partnership 401(k) Plan and Trust held $6.6M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

Frank Gelinas signed Charlotte C. Weber & Live Oak STUD Partnership's 2024 Form 5500 as plan administrator.

Frank Gelinas — 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

Charlotte C. Weber & Live Oak STUD Partnership's EIN is 23-1841096.

EIN 23-1841096

Plan number 002

Plan year 2024

ACK ID 20250725150409NAL0006803841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlotte C. Weber & Live Oak STUD Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlotte C. Weber & Live Oak STUD Partnership'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 CHARLOTTE C. WEBER & LIVE OAK STUD PARTNERSHIP.

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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