Plan Snapshot
- Plan Sponsor: Logix Employment Services,INC.
- Sponsor EIN: 954341911
- Sponsor Address: 27918 FRANKLIN PARKWAY, VALENCIA, CA, 91355
- Plan Type: 401(k)
- Total Participants: 841
- Total Assets: $173.2M
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 | 841 | $173.2M | $6.5M | $6.9M |
| 2023 | 856 | $148.4M | $6.3M | $6.8M |
| 2022 | 863 | $123.6M | $6.3M | $6.9M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $9,975 | — | $9,975 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,975
- Estimated Expense Ratio: 0.006% 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 | $107,414 | $49,000 | — | $9,975 | — |
| 2023 | $93,144 | $36,750 | — | $4,452 | — |
| 2022 | $109,814 | $49,000 | — | — | $25,725 |