· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CLUE LLC — CLUE LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250709193544NAL0006017361001
CLUE LLC
Form 5500-SF
FILING_RECEIVED
CLUE LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
20
Accounts w/ balance
17
Plan assets (EOY)
$568K
Net assets (EOY)
$568K
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
CLUE LLC
.
Find decision makers
Plan sponsor
Name
CLUE LLC
EIN
20-2303199
Address
1801 PAGE MILL RD · PALO ALTO, CA · 943041216
Phone
(650) 845-8123
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
PUBLISEZ INC. DBA DEY.
DEY. 401(K) PLAN
$568K · 6 participants
PACIFIC PREMIER INSURANCE ASSO
PACIFIC PREMIER INSURANCE ASSO 401(K) PROFIT SHARING PLAN & TRUST
$568K · 7 participants
RENT EXPRESS BY BERRIOS, INC.
RENT EXPRESS RETIREMENT & SAVINGS PLAN
$568K · 168 participants
VON LANGEN, LLC
CLIFF VON LANGEN SINGLE K PLAN
$568K · 2 participants
ESSENTIAL SERVICES LLC
ESSENTIAL SERVICES LLC 401(K) PROFIT SHARING PLAN AND TRUST
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$568K · 295 participants
LAW OFFICE OF MICHAEL H JOSEPH
LAW OFFICE OF MICHAEL H JOSEPH 401(K) PROFIT SHARING PLAN & TRUST
$567K · 6 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