Logical Position Retirement Plan
Sponsored by Logical Position Llc · EIN 271549756 · Plan #002
- Total assets
- $24.2M
- Net assets
- $24.2M
- Active participants
- 619
- With balances
- 532
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $110,414 |
| Hagen, Kurth Perman & Co., P.S. | Accounting | $14,750 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $7,076 |
| Usi Advisors,Inc. | Other fees | $0 |