· 2022–2024 · DOL EFAST2

Live Oak CRE, LLC — Live Oak-Gottesman, LLC 401(k), Form 5500 (2024)

Original filing (PDF)20250902135619NAL0014342273001

Live Oak CRE, LLC

Form 5500-SF

FILING_RECEIVED

Live Oak-Gottesman, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Live Oak CRE, LLC's Live Oak-Gottesman, LLC 401(k) Profit Sharing Plan held $8.5M in plan assets for 42 participants in 2024.

Active participants

42

Accounts w/ balance

47

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

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

69

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

LIVE OAK CRE, LLC

EIN

71-1024810all filings

Address

2725 BEE CAVES RD. · AUSTIN, TX · 78746

Phone

(512) 472-5000

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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