Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIVE OAK CLASSICAL SCHOOL
EIN 77-0616274Educational ServicesLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
118
400 S 4TH STREET - WACO, TX 76706254-714-1007
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 118 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LIVE OAK CLASSICAL SCHOOL 401(K) PLAN
401k
Assets$1.0M
Participants106
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LIVE OAK CLASSICAL SCHOOL 403(B)PLAN
401k
Assets$32K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIVE OAK CLASSICAL SCHOOL 401(K) PLAN | 401k | $1.0M | 106 | 2024 | |
| 001 | LIVE OAK CLASSICAL SCHOOL 403(B)PLAN | 401k | $32K | 12 | 2024 |
Retirement plans