Back to filter
Original filing (PDF)20250924145444NAL0017360562001
LDGKN, LLP
Form 5500-SF
FILING_RECEIVED
LDGN 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 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
100
Participation health
100
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 LDGKN, LLP.
Plan sponsor
Name
LDGKN, LLP
EIN
93-1444564
Address
3414 BROOKSIDE ROAD, SUITE 300 · STOCKTON, CA · 95219
Phone
(209) 518-2000
Industry
Law Offices· 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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
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 Law Offices plans
CARLSON BLACK OCALLAGHAN & BATTENBERG LLP
CARLSON BLACK O'CALLAGHAN & BATTENBERG LLP 401(K) PLAN
$3.7M · 14 participants
GATTI, KELTNER, BIENVENU & MONTESI
GATTI, KELTNER, BIENVENU & MONTESI 401(K) PROFIT SHARING PLAN
$3.7M · 13 participants
JOHNSON MOORE
JOHNSON MOORE 401(K) PLAN
$3.7M · 15 participants
LAW OFFICES OF CARMEN RODRIGUEZ, P.A.
LAW OFFICES OF CARMEN RODRIGUEZ 401(K) PLAN
$3.7M · 4 participants
KALCHEIM HABER, LLC
KALCHEIM HABER, LLC PROFIT SHARING & 401(K) PLAN
$3.7M · 3 participants
TAYLOR ANDERSON, LLP
TAYLOR & ANDERSON, LLP CASH BALANCE PLAN
$3.7M · 52 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
