How big is Ledger Gurus' plan?

Ledger Gurus' plan reported $964K in assets and 48 participants for 2024.

Original filing (PDF)20250814050542NAL0013297888001

Ledger Gurus

Name: Ledger Gurus — Ledger Gurus 401(k) Plan, Form 5500 (2024)
Creator: Ledger Gurus
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ledger Gurus 401(k) Plan

401(k) retirement plan · Ledger Gurus' Ledger Gurus 401(k) Plan held $964K in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$964K

Net assets (EOY)

$964K

People on this filing

Chelsea Lyman signed Ledger Gurus' 2024 Form 5500 as plan administrator.

Chelsea Lyman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ledger Gurus' EIN is 47-1988000.

EIN 47-1988000

Plan number 001

Plan year 2024

ACK ID 20250814050542NAL0013297888001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ledger Gurus from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEDGER GURUS.

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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.

Plan sponsor

Name

LEDGER GURUS

EIN

all filings

Address

63 EAST 1200 NORTH · AMERICAN FORK, UT · 84003

Phone

(801) 362-5948

Industry

Professional & Technical Services

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

2025-08-14

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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