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Original filing (PDF)20251014165941NAL0001679299001
LOGIX COMMUNICATIONS, LP
Form 5500
FILING_RECEIVED
LOGIX COMMUNICATIONS, LP 401(K) PLAN
401(k) retirement plan
Active participants
177
Accounts w/ balance
203
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOGIX COMMUNICATIONS, LP.
Plan sponsor
Name
LOGIX COMMUNICATIONS, LP
EIN
02-0602298
Address
2950 NORTH LOOP WEST FREEWAY · 10TH FLOOR · HOUSTON, TX · 770928846
Phone
(800) 444-0258
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | RECORDKEEPER | $7K | — |
Investments
30 direct securities· $18.1M(100% of reported assets)
Uncategorized
$17.8M
29 holdings
Guaranteed Income / GIC
$320K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS GROWTH CLASS R3 Registered Investment Company | — | — | — | $2.0M | 11.2% | |
| AMERICAN FUNDS 2035 TARGET DATE RETIREMENT CLASS R3 Registered Investment Company | — | — | — | $2.0M | 11.1% | |
| DODGE & COX STOCK Registered Investment Company | — | — | — | $1.8M | 10.0% | |
| PRINCIPAL LARGECAP S&P 500 INDEX R3 CLASS Registered Investment Company | — | — | — | $1.6M | 8.9% | |
| AMERICAN FUNDS 2045 TARGET DATE RETIREMENT CLASS R3 Registered Investment Company | — | — | — | $1.4M | 7.9% | |
| AMERICAN FUNDS 2025 TARGET DATE RETIREMENT CLASS R3 Registered Investment Company | — | — | — | $1.0M | 5.7% | |
| AMERICAN FUNDS 2050 TARGET DATE RETIREMENT CLASS R3 Registered Investment Company | — | — | — | $854K | 4.7% | |
| AMERICAN FUNDS 2040 TARGET DATE RETIREMENT CLASS R3 Registered Investment Company | — | — | — | $841K | 4.6% | |
| AMERICAN FUNDS 2030 TARGET DATE RETIREMENT CLASS R3 Registered Investment Company | — | — | — | $784K | 4.3% | |
| CLEARBRIDGE INTERNATIONAL GROWTH CLASS R Registered Investment Company | — | — | — | $624K | 3.4% | |
| AMERICAN FUNDS 2020 TARGET DATE RETIREMENT CLASS R3 Registered Investment Company | — | — | — | $585K | 3.2% | |
| BLACKROCK MID CAP GROWTH EQUITY CLASS R Registered Investment Company | — | — | — | $505K | 2.8% | |
| AMERICAN FUNDS 2055 TARGET DATE RETIREMENT CLASS R3 Registered Investment Company | — | — | — | $451K | 2.5% | |
| JPMORGAN SMALL CAP GROWTH CLASS R3 Registered Investment Company | — | — | — | $393K | 2.2% | |
| NATIONWIDE SMALL CAP INDEX CLASS R Registered Investment Company | — | — | — | $384K | 2.1% | |
| PARTICIPANT LOANS maturing through February 2044 | — | — | — | $367K | 2.0% | |
| , at contract * LINCOLN STABLE VALUE ACCOUNT - LNGPG value | Guaranteed Income / GIC | — | — | $320K | 1.8% | |
| BLACKROCK HIGH YIELD BOND SERVICE SHARES Registered Investment Company | — | — | — | $270K | 1.5% | |
| PRINCIPAL MIDCAP S&P 400 INDEX R3 CLASS Registered Investment Company | — | — | — | $258K | 1.4% | |
| JOHN HANCOCK BOND CLASS R2 Registered Investment Company | — | — | — | $226K | 1.2% | |
| VICTORY SYCAMORE ESTABLISHED VALUE CLASS R Registered Investment Company | — | — | — | $205K | 1.1% | |
| AMERICAN FUNDS 2060 TARGET DATE RETIREMENT CLASS R3 Registered Investment Company | — | — | — | $196K | 1.1% | |
| COHEN AND STEERS LOW DURATION PREFERRED AND INCOME CLASS R Registered Investment Company | — | — | — | $193K | 1.1% | |
| PIMCO REAL RETURN CLASS A Registered Investment Company | — | — | — | $184K | 1.0% | |
| INVESCO OPPENHEIMER DEVELOPING MARKETS Registered Investment Company | — | — | — | $173K | 1.0% | |
| IMPAX INTERNATIONAL SUSTAINABLE ECONOMY Registered Investment Company | — | — | — | $156K | 0.9% | |
| INVESCO SMALL CAP VALUE CLASS A Registered Investment Company | — | — | — | $129K | 0.7% | |
| PIMCO INCOME CLASS A Registered Investment Company | — | — | — | $68K | 0.4% | |
| AMERICAN FUNDS 2015 TARGET DATE RETIREMENT CLASS R3 Registered Investment Company | — | — | — | $22K | 0.1% | |
| PIMCO INTERNATIONAL BOND US DOLLAR HEDGED CLASS A Registered Investment Company | — | — | — | $3K | <0.1% |
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