Plan Snapshot
- Plan Sponsor: Logical Position LLC
- Sponsor EIN: 271549756
- Sponsor Address: 6000 MEADOWS RD, STE 200, LAKE OSWEGO, OR, 97035
- Plan Type: 401(k)
- Total Participants: 619
- Total Assets: $24.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 619 | $24.2M | $1.6M | $2.7M |
| 2023 | 756 | $18.5M | $1.6M | $2.7M |
| 2022 | 816 | $12.4M | $1.5M | $2.5M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $110,414 | — | $110,414 |
| USI ADVISORS,INC. | SERVICE PROVIDER | — | $21,591 | $21,591 |
| HAGEN, KURTH PERMAN & CO., P.S. | AUDITOR | $14,750 | — | $14,750 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $7,076 | — | $7,076 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAGEN, KURTH PERMAN & CO., P.S. — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,831
- Estimated Expense Ratio: 0.635% 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 | $125,164 | $7,142 | $117,122 | — | — |
| 2023 | $100,639 | $3,541 | $96,348 | — | — |
| 2022 | $67,465 | — | — | — | — |