Plan Snapshot
- Plan Sponsor: Live Oak A Learning Center For Children
- Sponsor EIN: 942153158
- Sponsor Address: 1555 MARIPOSA STREET, SAN FRANCISCO, CA, 941072333
- Plan Type: 403(b)
- Total Participants: 88
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 88 | $9.8M | $504,315 | $233,191 |
| 2023 | 88 | $8.7M | $485,613 | $229,360 |
| 2022 | 82 | $7.5M | $465,857 | $218,845 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $175 | — | $175 | — | — |
| 2023 | $200 | — | $200 | — | — |
| 2022 | $576 | — | $576 | — | — |