What public Form 5500 filings show about the Logue Advisory Group, LLC 401(k) plan — and how to find and check your own account.
Logue Advisory Group, LLC (EIN 81-1118197) reports LOGUE ADVISORY GROUP, LLC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $123K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Logue Advisory Group, LLC filing — schedules, fees, and providers.
Logue Advisory Group, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Logue Advisory Group, LLCHR for the recordkeeper’s name and login.
