Logitech 401(k) Plan
Sponsored by Logitech Inc. · EIN 942810519 · Plan #002
- Total assets
- $360M
- Net assets
- $360M
- Active participants
- 1,170
- With balances
- 1,922
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 |
|---|---|---|
| Innovest Portfolio Solutions Llc CRD 106110 | fuzzy_auto · 99% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Kdm Wealth Management Inc. CRD 152002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $189,594 |
| Innovest Portfolio Solutions L | Investment management, Direct payment from the plan | $38,371 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $7,119 |
| Kdm Wealth Management Inc | Investment advisory (participants), Direct payment from the plan | $5,812 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $4,054 |