How big is Live Oak Classical School's plan?

Live Oak Classical School's plan reported $1.0M in assets and 106 participants for 2024.

Original filing (PDF)20251014074517NAL0004980402001

Live Oak Classical School

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

Form 5500-SF

FILING_RECEIVED

Live Oak Classical School 401(k) Plan

401(k) retirement plan · Live Oak Classical School's Live Oak Classical School 401(k) Plan held $1.0M in plan assets for 106 participants in 2024.

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Brice Helton signed Live Oak Classical School's 2024 Form 5500 as plan administrator.

Brice Helton — 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 Classical School's EIN is 77-0616274.

EIN 77-0616274

Plan number 002

Plan year 2024

ACK ID 20251014074517NAL0004980402001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Live Oak Classical School'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 CLASSICAL SCHOOL.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score