How big is Locus' plan?

Locus' plan reported $6.1M in assets and 73 participants for 2024.

Original filing (PDF)20251009090745NAL0015629730001

Locus

Name: Locus — SBA Defined Contribution Plan for Locus, Form 5500 (2024)
Creator: Locus
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SBA Defined Contribution Plan for Locus

401(k) retirement plan · Locus' SBA Defined Contribution Plan for Locus held $6.1M in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Claire Pollock signed Locus' 2024 Form 5500 as plan administrator.

Claire Pollock — Plan Administrator — Form 5500 signer
Natasha Crawford — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Locus' EIN is 86-3988949.

EIN 86-3988949

Plan number 001

Plan year 2024

ACK ID 20251009090745NAL0015629730001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

LOCUS

EIN

all filings

Address

7814 CAROUSEL LANE · RICHMOND, VA · 23294

Phone

(804) 939-6166

Industry

Finance & Insurance

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

2025-10-09

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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