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

> Logicsource, INC.'s 401(k) plan: 332 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| THE VANGUARD GROUP, INC.|NONE|$44,888|—|$44,888|

| MJP WEALTH ADVISORS|NONE|$36,425|—|$36,425|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,313

- **Estimated Expense Ratio:** 0.301% 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|$81,313|$36,425|$44,888|—|—|

| 2023|$84,972|$42,558|$42,414|—|—|

| 2022|$61,934|$35,233|$26,701|—|—|

## Similar Plans

- [Command Holdings, A Pequot Company](https://planprovider.pro/companies/command-holdings-a-pequot-company-401k-plan) — 465 participants

- [Lab Logistics, LLC](https://planprovider.pro/companies/lab-logistics-llc-401k-plan) — 1,237 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/logicsource-inc-401k-plan)

© 2026 PlanProvider.Pro