Plan Snapshot
- Plan Sponsor: Logical Innovations, INC.
- Sponsor EIN: 205894742
- Sponsor Address: 16902 EL CAMINO REAL SUITE 3C, HOUSTON, TX, 77058
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 0 | $0 | $45,753 | $130,365 |
| 2023 | 70 | $5.1M | $111,589 | $358,805 |
| 2022 | 191 | $6.4M | $251,279 | $854,833 |
| 2020 | 216 | $4.7M | $0 | $0 |
| 2019 | 141 | $3.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | TPA | $42,484 | — | $42,484 |
| SLAVIC MUTUAL FUND MANAGEMENT CORP | INVESTMENT MGMT | $19,372 | — | $19,372 |
| MILLNER WOODRUFF P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,856
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 | $25,372 | $10,203 | $15,169 | — | — |
| 2023 | $30,928 | $9,686 | $21,242 | — | — |
| 2022 | $22,786 | $7,251 | $15,535 | — | — |
| 2020 | $20,189 | $3,855 | $16,334 | — | — |
| 2019 | $20,360 | $3,849 | $16,511 | — | — |