Original filing (PDF)20251015153604NAL0002565891005

LIVE OAK A LEARNING CENTER FOR CHILDREN

Name: LIVE OAK A LEARNING CENTER FOR CHILDREN — LIVE OAK A LEARNING CENTER FOR CHILDREN - 403(B) TDA PLAN, Form 5500 (2024)
Creator: LIVE OAK A LEARNING CENTER FOR CHILDREN

Form 5500-SF

FILING_RECEIVED

LIVE OAK A LEARNING CENTER FOR CHILDREN - 403(B) TDA PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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

100

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 A LEARNING CENTER FOR CHILDREN.

Plan sponsor

Name

LIVE OAK A LEARNING CENTER FOR CHILDREN

EIN

94-2153158

Address

1555 MARIPOSA STREET · SAN FRANCISCO, CA · 941072333

Phone

(415) 861-8840

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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