Plan Snapshot
- Plan Sponsor: Logitech INC.
- Sponsor EIN: 942810519
- Sponsor Address: 3930 NORTH FIRST STREET, SAN JOSE, CA, 95134
- Plan Type: 401(k)
- Total Participants: 1,170
- Total Assets: $360.1M
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 | 1,170 | $360.1M | $6.3M | $18.9M |
| 2023 | 1,205 | $305.8M | $6.4M | $19.2M |
| 2022 | 1,366 | $249.9M | $7.0M | $20.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $189,594 | — | $189,594 |
| INNOVEST PORTFOLIO SOLUTIONS L | NONE | $38,371 | — | $38,371 |
| FISHER INVESTMENTS | NONE | $7,119 | — | $7,119 |
| KDM WEALTH MANAGEMENT INC | NONE | $5,812 | — | $5,812 |
| MILLER, KAPLAN, ARASE & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- FISHER INVESTMENTS — NONE
- MILLER, KAPLAN, ARASE & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $240,896
- Estimated Expense Ratio: 0.067% 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 | $247,975 | $58,331 | — | — | — |
| 2023 | $232,026 | $59,094 | $13,000 | — | — |
| 2022 | $221,827 | $65,931 | — | — | — |