Plan Snapshot
- Plan Sponsor: Logicsource, INC.
- Sponsor EIN: 270630752
- Sponsor Address: 44 MAIN STREET, WESTPORT, CT, 06880
- Plan Type: 401(k)
- Total Participants: 332
- Total Assets: $27.0M
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 | 332 | $27.0M | $1.6M | $3.3M |
| 2023 | 331 | $21.1M | $1.4M | $3.0M |
| 2022 | 298 | $14.9M | $1.2M | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $81,313 | $36,425 | $44,888 | — | — |
| 2023 | $84,972 | $42,558 | $42,414 | — | — |
| 2022 | $61,934 | $35,233 | $26,701 | — | — |