How big is Live Oak Wealth Management, LLC's plan?

Live Oak Wealth Management, LLC's plan reported $77K in assets and 2 participants for 2024.

Original filing (PDF)20250718105157NAL0001567457001

Live Oak Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Live Oak Wealth Management 401(k) Plan

401(k) retirement plan · Live Oak Wealth Management, LLC's Live Oak Wealth Management 401(k) Plan held $77K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

People on this filing

Marcus Bowie signed Live Oak Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Wealth Management, LLC's EIN is 84-3396554.

EIN 84-3396554

Plan number 001

Plan year 2024

ACK ID 20250718105157NAL0001567457001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Live Oak Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 WEALTH MANAGEMENT, 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