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Original filing (PDF)20250703093554NAL0000842640003
LUCID SOFTWARE INC.
Form 5500
FILING_RECEIVED
LUCID SOFTWARE INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
927
Accounts w/ balance
1,260
Plan assets (EOY)
$88.4M
Net assets (EOY)
$88.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUCID SOFTWARE INC..
Plan sponsor
Name
LUCID SOFTWARE INC.
EIN
26-4737100
Address
10355 S JORDAN GATEWAY, #300 · SOUTH JORDAN, UT · 84095
Phone
(408) 475-8243
Industry
Professional & Technical Servicessee 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
2025-07-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $82K | — |
| ONE DIGITAL | 43-1451524 | — | NONE | $57K | — |
Investments
30 direct securities · 3 pooled funds· $153.3M(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.
Uncategorized
$87.8M
30 holdings
Common Collective Trust
$65.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN/SEI TRUST COMPANY INVESTMEN SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $62.6M | 70.8% | |
| Nuveen TIAA Lifecycle Index 2060 J Common Collective Fund N/A | — | — | — | $18.1M | 20.5% | |
| Nuveen TIAA Lifecycle Index 2055 J Common Collective Fund N/A | — | — | — | $17.9M | 20.2% | |
| Nuveen TIAA Lifecycle Index 2050 J Common Collective Fund N/A | — | — | — | $9.9M | 11.2% | |
| Fidelity 500 Index Fund Mutual Fund N/A | — | — | — | $9.4M | 10.6% | |
| Nuveen TIAA Lifecycle Index 2065 J Common Collective Fund N/A | — | — | — | $8.1M | 9.1% | |
| Schwab Total Stock Market Index Mutual Fund N/A | — | — | — | $4.7M | 5.3% | |
| Nuveen TIAA Lifecycle Index 2045 J Common Collective Fund N/A | — | — | — | $3.6M | 4.1% | |
| BLACKROCK RUSSELL 1000 GROWTH INDEX GREAT GRAY TRUST COMPANY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $2.8M | 3.2% | |
| STANDARD STABLE ASSET FUND 2 Ins. Co. General Acct. Group Annuity | — | — | — | $2.6M | 2.9% | |
| Standard Insurance Company Guaranteed Investment Contract N/A | — | — | — | $2.6M | 2.9% | |
| Nuveen TIAA Lifecycle Index 2040 J Common Collective Fund N/A | — | — | — | $2.4M | 2.7% | |
| Nuveen TIAA Lifecycle Index 2035 J Common Collective Fund N/A | — | — | — | $1.9M | 2.1% | |
| Fidelity International Index Fund Mutual Fund N/A | — | — | — | $1.0M | 1.2% | |
| Fidelity Small Cap Index Fund Mutual Fund N/A | — | — | — | $922K | 1.0% | |
| JP Morgan Mid Cap Growth Fund R6 Mutual Fund N/A | — | — | — | $840K | 1.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund N/A | — | — | — | $767K | 0.9% | |
| Nuveen TIAA Lifecycle Index 2030 J Common Collective Fund N/A | — | — | — | $645K | 0.7% | |
| Vanguard Balanced Index ADM Mutual Fund N/A | — | — | — | $430K | 0.5% | |
| Washington Mutual Fund R6 Mutual Fund N/A | — | — | — | $412K | 0.5% | |
| Vanguard Emerging Markets Stock Index Mutual Fund N/A | — | — | — | $329K | 0.4% | |
| PIMCO Income Institutional Mutual Fund N/A | — | — | — | $292K | 0.3% | |
| Vanguard Total Bond Market Index Mutual Fund N/A | — | — | — | $267K | 0.3% | |
| MFS International Diversification Fund Mutual Fund N/A | — | — | — | $176K | 0.2% | |
| Fidelity Real Estate Index Fund Mutual Fund N/A | — | — | — | $174K | 0.2% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $154K | 0.2% | |
| Janus Henderson Triton Fund Class N Mutual Fund N/A | — | — | — | $122K | 0.1% | |
| Allspring SPE Small Cap Value R6 Mutual Fund N/A | — | — | — | $106K | 0.1% | |
| Victory Sycamore Established Value Fund Mutual Fund N/A | — | — | — | $103K | 0.1% | |
| Nuveen TIAA Lifecycle Index 2025 J Common Collective Fund N/A | — | — | — | $24K | <0.1% | |
| Nuveen TIAA Lifecycle Index 2015 J Common Collective Fund N/A 716 Nuveen TIAA Lifecycle Index 2020 J Common Collective Fund N/A | — | — | — | $9K | <0.1% | |
| NUVEEN TIAA LFCYC IDX RET J Common Collective Trust Fund | — | — | — | $8K | <0.1% | |
| Nuveen TIAA Lifecycle Index 2010 J Common Collective Fund N/A | — | — | — | $5K | <0.1% |
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