How big is Live Oaks Wellness LLC's plan?

Live Oaks Wellness LLC's plan reported $48K in assets and 20 participants for 2024.

Original filing (PDF)20250718105158NAL0002431968001

Live Oaks Wellness LLC

Name: Live Oaks Wellness LLC — Live Oaks Wellness 401(k), Form 5500 (2024)
Creator: Live Oaks Wellness LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Live Oaks Wellness 401(k) Plan

401(k) retirement plan · Live Oaks Wellness LLC's Live Oaks Wellness 401(k) Plan held $48K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

People on this filing

Marcus Bowie signed Live Oaks Wellness 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 Oaks Wellness LLC's EIN is 88-3795776.

EIN 88-3795776

Plan number 001

Plan year 2024

ACK ID 20250718105158NAL0002431968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Live Oaks Wellness LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Live Oaks Wellness 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 OAKS WELLNESS LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score