Plan Snapshot
- Plan Sponsor: Logan Simpson Design INC.
- Sponsor EIN: 860900108
- Sponsor Address: 222 SOUTH MILL AVENUE, SUITE 222, TEMPE, AZ, 85281
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $17.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 162 | $17.2M | $471,801 | $1.1M |
| 2023 | 152 | $14.9M | $384,721 | $934,351 |
| 2022 | 144 | $11.6M | $300,373 | $762,229 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HEMBREE TPA, INC. | CONTRACT ADMINISTRATOR | $6,505 | — | $6,505 |
| EVERS ROBINSON, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERS ROBINSON, LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,505
- Estimated Expense Ratio: 0.038% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | -$49 | — | $7,379 | — | — |
| 2023 | $28,533 | — | $31,687 | — | — |
| 2022 | $1,901 | — | $6,188 | — | — |