Original filing (PDF)20251014183952NAL0001765299001

MADISON LOGIC, INC.

Name: MADISON LOGIC, INC. — MADISON LOGIC 401(K) PLAN, Form 5500 (2024)
Creator: MADISON LOGIC, INC.

Form 5500

FILING_RECEIVED

MADISON LOGIC 401(K) PLAN

401(k) retirement plan

Active participants

179

Accounts w/ balance

243

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

39 bps in Schedule C fees — modestly above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MADISON LOGIC, INC..

Plan sponsor

Name

MADISON LOGIC, INC.

EIN

20-1405996

Address

257 PARK AVE SOUTH 2ND FLOOR · NEW YORK, NY · 10010

Phone

(646) 937-5842

Industry

Data Processing, Hosting· 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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

LM COHEN AND CO

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$27K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RBC WEALTH MANAGEMENT	41-1416330	—	ADVISOR	$30K	—

Investments

32 direct securities· $13.9M(96% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Freedom 2050 Fund K6	—	—	—	$2.5M	17.7%
Fidelity Freedom 2045 Fund K6	—	—	—	$2.2M	15.3%
Fidelity Freedom 2040 Fund K6	—	—	—	$1.9M	13.2%
Fidelity Freedom 2055 Fund K6	—	—	—	$1.6M	11.3%
Fidelity 500 Index Fund	—	—	—	$1.0M	7.1%
Fidelity Freedom 2060 Fund K6	—	—	—	$976K	6.8%
Fidelity Blue Chip Growth Fund	—	—	—	$749K	5.2%
MFS Mid Cap Growth Fund Class R6	—	—	—	$499K	3.5%
Fidelity Freedom 2035 Fund K6	—	—	—	$327K	2.3%
Fidelity Freedom 2065 Fund K6	—	—	—	$269K	1.9%
Amana Mutual Funds Trust Growth Fund Investor	—	—	—	$179K	1.2%
Fidelity Freedom 2025 Fund K6	—	—	—	$178K	1.2%
Fidelity Government Money Market Fund	—	—	—	$163K	1.1%
Fidelity U.S. Sustainability Index Fund	—	—	—	$149K	1.0%
Fidelity Global ex U.S. Index Fund	—	—	—	$149K	1.0%
Fidelity Emerging Markets	—	—	—	$147K	1.0%
Notes receivable from participants bearing interest at rates ranging from 3.50% to 8.50%	—	—	—	$114K	0.8%
Fidelity Total Bond Fund	—	—	—	$112K	0.8%
Allspring Special Small Cap Value R6 - Class Admin	—	—	—	$107K	0.7%
Fidelity US Bond Index Fund	—	—	—	$99K	0.7%
Fidelity Small Cap Index	—	—	—	$86K	0.6%
Fidelity Mid Cap Index	—	—	—	$74K	0.5%
Blackrock Equity Diversification Fund I	—	—	—	$65K	0.4%
Fidelity Overseas Fund	—	—	—	$60K	0.4%
Goldman Sachs Goldman Sachs Inflation Protected Securities Fund R6	—	—	—	$15K	0.1%
Fidelity Real Estate Investment Portfolio	—	—	—	$12K	<0.1%
James Henderson James Henderson Triton Fund I	—	—	—	$12K	<0.1%
Fidelity Extended Market Index	—	—	—	$12K	<0.1%
Principal SmallCap Growth Fund I	—	—	—	$10K	<0.1%
Glenmede Quantitative US Large Cap Growth IS	—	—	—	$9K	<0.1%
Fidelity Sustainability Bond Index	—	—	—	$3K	<0.1%
Allspring Special Mid Cap Value Fund R6 - Class Admin	—	—	—	$2K	<0.1%