Plan Snapshot
- Plan Sponsor: Logrocket, INC.
- Sponsor EIN: 474800072
- Sponsor Address: 87 SUMMER STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 107 | $7.3M | $0 | $1.3M |
| 2023 | 96 | $5.0M | $171 | $1.3M |
| 2022 | 104 | $3.3M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | Recordkeeper | $5,298 | — | $5,298 |
| BENEFIT TRUST COMPANY | Custodian / Trustee | — | $5,293 | $5,293 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,591
- Estimated Expense Ratio: 0.145% 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 | $5,878 | $4,686 | — | — | — |
| 2023 | $4,264 | $3,108 | — | — | — |
| 2022 | $3,157 | $3,126 | $31 | — | — |