# Logical Position LLC 401(k) Plan
Source: https://planprovider.pro/companies/logical-position-llc-401k-plan

> Logical Position LLC's 401(k) plan: 619 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/hagen-kurth-perman-and-co-ps) — 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|—|—|—|—|

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