Original filing (PDF)20250515150422NAL0019724657001

THEO, LLC

Name: THEO, LLC — THEO, LLC 401(K) PLAN, Form 5500 (2024)
Creator: THEO, LLC

Form 5500-SF

FILING_RECEIVED

THEO, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THEO, LLC.

Plan sponsor

Name

THEO, LLC

EIN

83-3261944

Address

2250 NW 22ND AVE · SUITE 501 · PORTLAND, OR · 97210

Phone

(503) 577-1366

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

2025-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

LOGOSPEED PROMOTIONAL PRODUCTS, LLC

LOGOSPEED PROMOTIONAL PRODUCTS 401(K) PROFIT SHARING PLAN

$1.6M · 29 participants

BLUE DUCK AGENCY, LLC

BLUE DUCK AGENCY 401(K) PLAN

$1.6M · 15 participants

JAMLOOP LLC

JAMLOOP LLC 401(K) PLAN

$1.6M · 42 participants

SHO & COMPANY, INC.

SHO & COMPANY, INC. PROFIT SHARING 401(K) PLAN

$1.6M · 6 participants

DIAMOND MARKETING LLC

DIAMOND MARKETING LLC 401K PROFIT SHARING PLAN

$1.6M · 5 participants