Original filing (PDF)20251014074517NAL0004980402001

LIVE OAK CLASSICAL SCHOOL

Name: LIVE OAK CLASSICAL SCHOOL — LIVE OAK CLASSICAL SCHOOL 401(K) PLAN, Form 5500 (2024)
Creator: LIVE OAK CLASSICAL SCHOOL

Form 5500-SF

FILING_RECEIVED

LIVE OAK CLASSICAL SCHOOL 401(K) PLAN

401(k) retirement plan

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIVE OAK CLASSICAL SCHOOL.

Plan sponsor

Name

LIVE OAK CLASSICAL SCHOOL

EIN

77-0616274

Address

400 S 4TH STREET · WACO, TX · 76706

Phone

(254) 714-1007

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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