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Original filing (PDF)20250908165859NAL0032724144001
LUCIDWORKS, INC.
Form 5500
FILING_RECEIVED
LUCIDWORKS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
161
Accounts w/ balance
240
Plan assets (EOY)
$21.4M
Net assets (EOY)
$21.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUCIDWORKS, INC..
Plan sponsor
Name
LUCIDWORKS, INC.
EIN
26-0645583
Address
235 MONTGOMERY STREET · SUITE 500 · SAN FRANCISCO, CA · 94104
Phone
(415) 329-6253
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-09-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
WILLIAMS OVERMAN PIERCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $22K | — |
Investments
30 direct securities · 1 pooled fund· $21.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Mutual Funds
$21.0M
29 holdings
Common Collective Trust
$271K
1 holding
Uncategorized
$140K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * Fidelity 500 Index Fund | Mutual Funds | — | — | $4.5M | 21.0% | |
| MFS Growth R6 | Mutual Funds | — | — | $2.4M | 11.1% | |
| * Fidelity Freedom Index 2045 Fund Institutional Premium Class | Mutual Funds | — | — | $2.0M | 9.4% | |
| * Fidelity Freedom Index 2035 Fund Institutional Premium Class | Mutual Funds | — | — | $1.9M | 9.0% | |
| * Fidelity Freedom Index 2040 Fund Institutional Premium Class | Mutual Funds | — | — | $1.9M | 8.6% | |
| * Fidelity Freedom Index 2050 Fund Institutional Premium Class | Mutual Funds | — | — | $1.7M | 7.8% | |
| * Fidelity Freedom Index 2055 Fund Institutional Premium Class | Mutual Funds | — | — | $1.6M | 7.4% | |
| * Fidelity Freedom Index 2060 Fund Institutional Premium Class | Mutual Funds | — | — | $608K | 2.8% | |
| Invesco Discover Fund Class R6 | Mutual Funds | — | — | $531K | 2.5% | |
| Dodge & Cox Stock Fund Class X | Mutual Funds | — | — | $513K | 2.4% | |
| * Fidelity Freedom Index 2030 Fund Institutional Premium Class | Mutual Funds | — | — | $502K | 2.3% | |
| * Fidelity Total International Index Fund | Mutual Funds | — | — | $434K | 2.0% | |
| Dodge & Cox Income Fund Class X | Mutual Funds | — | — | $382K | 1.8% | |
| * Fidelity Mid Cap Index Fund | Mutual Funds | — | — | $376K | 1.8% | |
| * Fidelity U.S. Bond Index Fund | Mutual Funds | — | — | $337K | 1.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $271K | 1.3% | |
| American Funds Capital Income Builder Class R6 | Mutual Funds | — | — | $243K | 1.1% | |
| * Fidelity Freedom Index 2065 Fund Institutional Premium Class | Mutual Funds | — | — | $216K | 1.0% | |
| American Funds New World Fund Class R6 | Mutual Funds | — | — | $171K | 0.8% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund Class R6 | Mutual Funds | — | — | $150K | 0.7% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $148K | 0.7% | |
| Common Collective Trust * Fidelity Government Money Market Fund Class K6 860 Money Market Fund Allspring Special Mid Cap Value Fund - Class R6 | — | — | — | $140K | 0.7% | |
| * Fidelity Small Cap Index Fund | Mutual Funds | — | — | $123K | 0.6% | |
| * Participant Loans Rates of 4.25% to 9.50% with various maturity dates through 2037 0 | Mutual Funds | — | — | $69K | 0.3% | |
| * Fidelity Freedom Index 2020 Fund Institutional Premium Class | Mutual Funds | — | — | $66K | 0.3% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $59K | 0.3% | |
| Janus Henderson Overseas Fund Class N | Mutual Funds | — | — | $57K | 0.3% | |
| * Fidelity Freedom Index Income Fund Institutional Premium Class | Mutual Funds | — | — | $42K | 0.2% | |
| * Fidelity Freedom Index 2025 Fund Institutional Premium Class | Mutual Funds | — | — | $38K | 0.2% | |
| BlackRock Mid Cap Growth Equity Portfolio Class K | Mutual Funds | — | — | $19K | <0.1% | |
| Cohen & Steers Institutional Realty Shares | Mutual Funds | — | — | $12K | <0.1% |
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