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Original filing (PDF)20251014072748NAL0001075555001
BARTON & LOGUIDICE, D.P.C.
Form 5500
FILING_RECEIVED
BARTON & LOGUIDICE, D.P.C. PROFIT SHARING & 401(K) PLAN
401(k) retirement plan
Active participants
377
Accounts w/ balance
472
Plan assets (EOY)
$73.9M
Net assets (EOY)
$73.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARTON & LOGUIDICE, D.P.C..
Plan sponsor
Name
BARTON & LOGUIDICE, D.P.C.
EIN
16-1020368
Address
443 ELECTRONICS PARKWAY · LIVERPOOL, NY · 13088
Phone
(315) 457-5200
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
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)
2E · Profit-sharing
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
DANNIBLE & MCKEE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S.E.E.D. PLANNING GROUP LLC | 46-3176421 | — | ADVISOR | $58K | — |
Investments
31 direct securities · 1 pooled fund· $74.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$73.8M
31 holdings
Common Collective Trust
$914K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies * Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $11.7M | 15.9% | |
| JP Morgan JPMorgan Growth Advantage Fund Class R6 | — | — | — | $9.2M | 12.4% | |
| JP Morgan JPMorgan Mid Cap Growth Fund - Class R5 | — | — | — | $6.0M | 8.1% | |
| Hartford Schroders International Stock Fund Class SDR | — | — | — | $4.6M | 6.2% | |
| Fidelity Investments Fidelity Advisor Freedom 2030 Fund - Class Z | — | — | — | $4.4M | 6.0% | |
| Columbia Dividend Income Fund I3 | — | — | — | $3.1M | 4.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2055 Fund - Class Z | — | — | — | $3.0M | 4.0% | |
| Fidelity Investments Fidelity Advisor Freedom 2060 Fund - Class Z | — | — | — | $3.0M | 4.0% | |
| Fidelity Investments Fidelity Advisor Freedom 2040 Fund - Class Z | — | — | — | $2.9M | 4.0% | |
| American Funds American Funds Freedom American R6 | — | — | — | $2.9M | 4.0% | |
| Genesis Neuberger Berman Genesis Fund Class R6 | — | — | — | $2.9M | 3.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $2.7M | 3.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $2.6M | 3.5% | |
| Fidelity Investments Fidelity Advisor Freedom 2045 Fund - Class Z | — | — | — | $2.5M | 3.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2025 Fund - Class Z | — | — | — | $2.3M | 3.2% | |
| Fidelity Investments Fidelity Advisor Freedom 2035 Fund - Class Z | — | — | — | $1.6M | 2.2% | |
| Fidelity Investments Fidelity Advisor Strategic Income - Class I | — | — | — | $1.6M | 2.1% | |
| Brandywine Global Brandywine Global Corporate Credit Fund Class I | — | — | — | $1.5M | 2.0% | |
| Fidelity Investments Fidelity Advisor Freedom 2050 Fund - Class Z | — | — | — | $1.2M | 1.6% | |
| A party-in-interest as defined by ERISA. | — | — | — | $979K | 1.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2020 Fund - Class Z | — | — | — | $949K | 1.3% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $914K | 1.2% | |
| Fidelity Investments Fidelity Advisor Freedom 2065 Fund - Class Z | — | — | — | $829K | 1.1% | |
| Participant Loans * Participants Participant loans with interest rate from 5.25% to 10.50% | — | — | — | $472K | 0.6% | |
| Fidelity Investments Government Money Market Fund - Daily Money Class | — | — | — | $291K | 0.4% | |
| Cohen & Steers Cohen & Steers Instl Realty Shares | — | — | — | $231K | 0.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2010 Fund - Class Z | — | — | — | $102K | 0.1% | |
| American Funds American Funds U.S. Government Securities Fund Class R-6 | — | — | — | $89K | 0.1% | |
| Allocated Insurance Contracts Wilcac Life Insurance Co Cash surrender value of certain participants' life insurance | — | — | — | $61K | <0.1% | |
| T. Rowe Price T. Rowe Price Spectrum Moderate Growth Allocation Fund I | — | — | — | $37K | <0.1% | |
| Fidelity Investments Fidelity Advisor Freedom INC Fund - Class Z | — | — | — | $36K | <0.1% | |
| Fidelity Investments Fidelity Advisor Freedom 2015 Fund - Class Z | — | — | — | $2K | <0.1% |
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