Retirement plan

LOGICAL POSITION RETIREMENT PLAN

Name: LOGICAL POSITION LLC - LOGICAL POSITION RETIREMENT PLAN (2024) Form 5500
Creator: LOGICAL POSITION LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOGICAL POSITION RETIREMENT PLAN, LOGICAL POSITION LLC

LOGICAL POSITION LLCEIN 27-1549756Plan #002PY 2024

6000 MEADOWS RD, STE 200 - LAKE OSWEGO, OR 97035503-740-4642logicalposition.comLinkedIn501-1000 employeesmarketing and advertising

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$24.2M

+30.8% from 2023

Total participants

734

-14.3% from 2023

Average account balance

$45,515

+36.0% from 2023

Annual return

15.71%

-7.62 pp from 2023

Benchmarks

See 3,298 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,298 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$24.21M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$46K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

532

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

67.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.26M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.71%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$235

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY3 years Service code 64 · EIN 71-0294708	Recordkeeping Fees	$110,414
USI CONSULTING GROUP2 years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347	Other Fees	$23,580
HAGEN, KURTH, PERMAN & CO., PS1 year Filed as: HAGEN, KURTH PERMAN & CO., P.S. Service code 10 · EIN 91-1233794	Accounting	$14,750
VOYA RETIREMENT INSURANCE & ANNUITY1 year Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491	Advisory (Participants)	$7,076

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$125K

$202 / participant

Investment mgmt$7K5.7%
Contract admin$117K93.6%
Other / not subdivided$9000.7%

% of EOY assets

0.517%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HAGEN, KURTH, PERMAN & CO., P.S.
Auditor EIN: 911233794
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,515

$106,230-57.2%

$147,080-69.1%

$77,736-41.4%

Participation rate

67.4%

78.4%-11.0pp

82.2%-14.8pp

70.6%-3.2pp

Annual return

15.71%

56.91%-41.2pp

420.17%-404.5pp

31.26%-15.6pp

Employer contribution / active EE

$2,516

$4,072-38.2%

$4,933-49.0%

$2,728-7.7%

Participant deferral / active EE

$4,373

$8,001-45.3%

$8,066-45.8%

$4,651-6.0%

Admin fee / account holder

$235

$338-30.5%

$12,989-98.2%

$433-45.7%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY3 years

Service code 64 · EIN 71-0294708

Recordkeeping Fees

$110,414

USI CONSULTING GROUP2 years

Filed as: USI ADVISORS,INC.

Service code 99 · EIN 06-1397347

Other Fees

$23,580

HAGEN, KURTH, PERMAN & CO., PS1 year

Filed as: HAGEN, KURTH PERMAN & CO., P.S.

Service code 10 · EIN 91-1233794

Accounting

$14,750

VOYA RETIREMENT INSURANCE & ANNUITY1 year

Filed as: VOYA RETIREMENT ADVISORS, LLC

Service code 26 · EIN 02-0488491

Advisory (Participants)

$7,076

LOGICAL POSITION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOGICAL POSITION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion