· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LOGICAL IDEAS, INC. — LOGICAL IDEAS, INC. QUALIFIED RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251005004056NAL0002415665001
LOGICAL IDEAS, INC.
Form 5500-SF
FILING_RECEIVED
LOGICAL IDEAS, INC. QUALIFIED RETIREMENT PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LOGICAL IDEAS, INC.
.
Find decision makers
Plan sponsor
Name
LOGICAL IDEAS, INC.
EIN
20-0491311
Address
1010 B STREET SUITE 323 · SAN RAFAEL, CA · 94901
Phone
(415) 876-0144
Industry
Information / Tech / Media
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Information / Tech / Media plans
OCEAN COMMUNICATIONS, LLC
OCEAN COMMUNICATIONS 401(K) RETIREMENT PLAN
$9.4M · 63 participants
NORTHLAND TELEPHONE SYSTEMS, LTD.
NORTHLAND TELEPHONE SYSTEMS 401(K) PLAN
$9.4M · 73 participants
GOLDEN WEST TECHNOLOGIES, INC.
GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN
$9.4M · 55 participants
TOP SPEED DATA COMMUNICATIONS, INC.
TOP SPEED DATA COMMUNICATIONS, INC. 401(K) PS PLAN
$9.4M · 8 participants
CEQUEL III MANAGEMENT COMPANY
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CEQUEL III MANAGEMENT COMPANY 401(K) PLAN
$9.4M · 19 participants
BBH SOLUTIONS INC
BBH SOLUTIONS INC 401(K) PROFIT SHARING PLAN & TRUST
$9.3M · 42 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
