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Original filing (PDF)20250801114257NAL0006205521001
PREDICATE LOGIC, INC.
Form 5500
FILING_RECEIVED
PREDICATE LOGIC, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
125
Accounts w/ balance
147
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREDICATE LOGIC, INC..
Plan sponsor
Name
PREDICATE LOGIC, INC.
EIN
33-0521770
Address
11590 WEST BERNARDO COURT, STE 200 · SAN DIEGO, CA · 92127
Phone
(858) 715-0100
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
2025-08-01
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
JRM ACCOUNTANCY CORP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | BROKER/DEALER | $0 | — |
Investments
26 direct securities· $17.5M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price TRowePrc Retirement I 2035 Fund I | — | — | — | $3.1M | 16.9% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $2.2M | 12.3% | |
| T. Rowe Price TRowePrc Retirement I 2030 Fund I | — | — | — | $2.0M | 10.7% | |
| T. Rowe Price TRowePrc Retirement I 2025 Fund I | — | — | — | $1.4M | 7.6% | |
| T. Rowe Price TRowePrc Retirement I 2020 Fund I | — | — | — | $1.2M | 6.4% | |
| T. Rowe Price TRowePrc Retirement I 2045 Fund I | — | — | — | $1.2M | 6.4% | |
| T. Rowe Price TRowePrc Retirement I 2040 Fund I | — | — | — | $1.1M | 5.8% | |
| Fidelity Investments Fidelity Adv Total Bond Fund Z | — | — | — | $855K | 4.7% | |
| T. Rowe Price TRowePrc Retirement I 2050 Fund I | — | — | — | $732K | 4.0% | |
| Vanguard Small-Cap Index Fund Adm | — | — | — | $619K | 3.4% | |
| Fidelity Investments Fidelity Mid Cap Index Fd | — | — | — | $612K | 3.4% | |
| T. Rowe Price TRowePrc Retirement I 2060 Fund I | — | — | — | $491K | 2.7% | |
| PGIM Investments PGIM Jennison Growth Fund R6 | — | — | — | $423K | 2.3% | |
| Voya Fixed Account (4450) | — | — | — | $403K | 2.2% | |
| BlackRock Mid-Cap Grwth Eq Port CI K | — | — | — | $265K | 1.5% | |
| T. Rowe Price TRowePrc Retirement I 2055 Fund I | — | — | — | $257K | 1.4% | |
| American Funds American Funds EuroPacific Grw R6 | — | — | — | $239K | 1.3% | |
| Participant Loans Interest rates from 4.25% to 9.50% maturing | — | — | — | $202K | 1.1% | |
| American Funds American Funds New World R6 | — | — | — | $108K | 0.6% | |
| Vanguard Mid-Cap Value Index Fund Adm | — | — | — | $87K | 0.5% | |
| Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $66K | 0.4% | |
| T. Rowe Price TRowePrc Retirement I 2065 Fund I | — | — | — | $61K | 0.3% | |
| JP Morgan JPMorgan Equity Income Fund R6 | — | — | — | $46K | 0.3% | |
| T. Rowe Price TRowePrc Retirement I 2010 Fund I | — | — | — | $17K | <0.1% | |
| T. Rowe Price TRowePrc Retirement I 2015 Fund I | — | — | — | $17K | <0.1% | |
| T. Rowe Price TRowePrc Retirement I 2005 Fund I | — | — | — | $7K | <0.1% |
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