# Live Oak A Learning Center For Children 403(b) Plan
Source: https://planprovider.pro/companies/live-oak-school-403b-plan-001

> Live Oak A Learning Center For Children's 403(b) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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