Back to filter
Original filing (PDF)20251003140757NAL0001494769001
ILLUMINATION DYNAMICS, LLC
Form 5500-SF
FILING_RECEIVED
ILLUMINATION DYNAMICS, LLC CASH BALANCE PLAN & TRUST
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 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
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ILLUMINATION DYNAMICS, LLC.
Plan sponsor
Name
ILLUMINATION DYNAMICS, LLC
EIN
27-1728625
Address
696 SAN RAMON VALLEY BLVD., STE 175 · DANVILLE, CA · 94526
Phone
(925) 667-8188
Industry
Wholesale Tradesee 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
2025-10-03
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
1A · Pay-related DB formula
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
AMIDA FOOD CORP.
AMIDA FOOD CORP. RETIREMENT PLAN
$1.3M · 9 participants
O MEDIA GROUP, INC.
O MEDIA GROUP PROFIT SHARING PLAN
$1.3M · 2 participants
DS SALES, INC.
DS SALES INC 401K PSP AND TRUST
$1.3M · 42 participants
JET SENSE AVIATION, LLC
JET SENSE AVIATION, LLC 401(K) RETIREMENT PLAN
$1.3M · 6 participants
INFINITY WORLDS, INC.
INFINITY WORLDS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.3M · 17 participants
AXE PRIME, LLC
AXE PRIME, LLC 401(K) PLAN
$1.4M · 12 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