How big is Live Oak Lending LLC's plan?

Live Oak Lending LLC's plan reported $444K in assets and 5 participants for 2024.

Original filing (PDF)20250709134711NAL0008186512001

Live Oak Lending LLC

Name: Live Oak Lending LLC — Live Oak Lending LLC 401(k), Form 5500 (2024)
Creator: Live Oak Lending LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Live Oak Lending LLC 401(k) Plan

401(k) retirement plan · Live Oak Lending LLC's Live Oak Lending LLC 401(k) Plan held $444K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$444K

Net assets (EOY)

$444K

People on this filing

Alexandra Smira signed Live Oak Lending LLC's 2024 Form 5500 as plan administrator.

Alexandra Smira — 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 Lending LLC's EIN is 61-1954980.

EIN 61-1954980

Plan number 001

Plan year 2024

ACK ID 20250709134711NAL0008186512001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

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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