Original filing (PDF)20250411154204NAL0046823170001

LIVE OAK PUBLIC FINANCE, LLC

Name: LIVE OAK PUBLIC FINANCE, LLC — LIVE OAK PUBLIC FINANCE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: LIVE OAK PUBLIC FINANCE, LLC

Form 5500-SF

FILING_RECEIVED

LIVE OAK PUBLIC FINANCE, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$484K

Net assets (EOY)

$484K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LIVE OAK PUBLIC FINANCE, LLC

EIN

47-5472165

Address

1515 S. CAPITAL OF TEXAS HIGHWAY · SUITE 206 · AUSTIN, TX · 78746

Phone

(817) 480-4998

Industry