Stable plan record

LIVE OAK ADVISORS, LLC 401(K) PLAN

Sponsored by LIVE OAK ADVISORS, LLC · EIN/PN 203536359-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$16,667
Administrative cost per participant
2025
$0
Active participants
2025
6
Total plan assets
2025
$2,561,875
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260528130922NAL00088311230016$16,667
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.