# Logitech INC. 401(k) Plan
Source: https://planprovider.pro/companies/logitech-inc-401k-plan

> Logitech INC.'s 401(k) plan: 1,170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MILLER, KAPLAN, ARASE & CO., LLP](https://planprovider.pro/provider/miller-kaplan-arase-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|—|—|—|

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