Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
LIVE OAK A LEARNING CENTER FOR CHILDREN
EIN 94-2153158primary/secondary educationLatest filing 2024
Plans
2
Retirement
2
$13.9M assets
Welfare
0
Participants
272
1555 MARIPOSA STREET - SAN FRANCISCO, CA 941072333415-861-8840LinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.9M assets / 272 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#001
LIVE OAK A LEARNING CENTER FOR CHILDREN - 403(B) DC PLAN
403b
Assets$9.8M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LIVE OAK A LEARNING CENTER FOR CHILDREN - 403(B) TDA PLAN
403b
Assets$4.1M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LIVE OAK A LEARNING CENTER FOR CHILDREN - 403(B) DC PLAN | 403b | $9.8M | 154 | 2024 | |
| 002 | LIVE OAK A LEARNING CENTER FOR CHILDREN - 403(B) TDA PLAN | 403b | $4.1M | 118 | 2024 |
Retirement plans