How big is Live Oak Memorial Park's plan?

Live Oak Memorial Park's plan reported $519K in assets and 5 participants for 2024.

Original filing (PDF)20250717132134NAL0000497344002

Live Oak Memorial Park

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

Form 5500-SF

FILING_RECEIVED

Live Oak Memorial Park Retirement Trust

401(k) retirement plan · Live Oak Memorial Park's Live Oak Memorial Park Retirement Trust held $519K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$519K

Net assets (EOY)

$519K

People on this filing

Shannon Durst signed Live Oak Memorial Park's 2024 Form 5500 as plan administrator.

Shannon Durst — 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 Memorial Park's EIN is 27-2051368.

EIN 27-2051368

Plan number 001

Plan year 2024

ACK ID 20250717132134NAL0000497344002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Live Oak Memorial Park's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 MEMORIAL PARK.

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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

Knocking points off