# Logicalis, INC. 401(k) Plan
Source: https://planprovider.pro/companies/logicalis-inc-401k-plan

> Logicalis, INC.'s 401(k) plan: 650 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Logicalis, INC.

- **Sponsor EIN:** 134000122

- **Sponsor Address:** 2600 W. BIG BEAVER, TROY, MI, 48084

- **Plan Type:** 401(k)

- **Total Participants:** 650

- **Total Assets:** $125.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|650|$125.3M|$2.3M|$5.8M|

| 2023|657|$111.8M|$2.3M|$5.8M|

| 2022|670|$100.0M|$2.3M|$5.6M|

## 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|

| JOHN HANCOCK RETIREMENT PLAN SRVCS|RETAINED BY EMPLOYER|$99,392|—|$99,392|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISORY|$78,000|—|$78,000|

| PLANTE & MORAN|RETAINED BY EMPLOYER|$28,650|—|$28,650|

| PLANTE & MORAN, PLLC|Auditor|$28,650|—|$28,650|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK RETIREMENT PLAN SRVCS](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [PLANTE & MORAN](https://planprovider.pro/provider/plante-and-moran-pllc) — RETAINED BY EMPLOYER

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $234,692

- **Estimated Expense Ratio:** 0.187% 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|$415,702|$82,793|$304,259|$28,650|—|

| 2023|$399,835|$80,293|$302,042|$17,500|—|

| 2022|$420,976|$104,250|$316,726|—|—|

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