How big is Live Oak Utility Infrastructure, LLC.'s plan?

Live Oak Utility Infrastructure, LLC.'s plan reported $336K in assets and 9 participants for 2024.

Original filing (PDF)20251009182123NAL0004160819001

Live Oak Utility Infrastructure, LLC.

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

Form 5500-SF

FILING_RECEIVED

Live Oak Utility Infrastructure, LLC. 401(k) Plan

401(k) retirement plan · Live Oak Utility Infrastructure, LLC.'s Live Oak Utility Infrastructure, LLC. 401(k) Plan held $336K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$336K

Net assets (EOY)

$336K

Plan identifiers

Live Oak Utility Infrastructure, LLC.'s EIN is 84-1839806.

EIN 84-1839806

Plan number 001

Plan year 2024

ACK ID 20251009182123NAL0004160819001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Live Oak Utility Infrastructure, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 UTILITY INFRASTRUCTURE, 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

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 (92nd percentile).

Plan sponsor

Name

LIVE OAK UTILITY INFRASTRUCTURE, LLC.

EIN

all filings

Address

P.O. BOX 5410 · SAN LUIS OBISPO, CA · 93403

Phone

(805) 548-1515

Industry

Construction

Plan administrator