How big is Ledgers, Inc.'s plan?

Ledgers, Inc.'s plan reported $1.4M in assets and 1 participants for 2025.

Original filing (PDF)20260224173248NAL0002239537001

Ledgers, Inc.

Name: Ledgers, Inc. — Ledgers, Inc. Retirement Plan, Form 5500 (2025)
Creator: Ledgers, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ledgers, Inc. Retirement Plan

401(k) retirement plan · Ledgers, Inc.'s Ledgers, Inc. Retirement Plan held $1.4M in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Ledgers, Inc.'s EIN is 20-5042305.

EIN 20-5042305

Plan number 001

Plan year 2025

ACK ID 20260224173248NAL0002239537001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ledgers, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ledgers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

LEDGERS, INC.

EIN

all filings

Address

2415 SAN RAMON VALLEY BLVD · STE 4 #176 · SAN RAMON, CA · 94583

Phone

(925) 498-6277

Industry

Professional & Technical Services

Plan administrator