# Logan Simpson Design INC. 401(k) Plan
Source: https://planprovider.pro/companies/logan-simpson-design-inc-401k-plan

> Logan Simpson Design INC.'s 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|—|—|

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