JUD Roper signed LOGO Brands, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LOGO Brands, Inc.'s EIN is 20-2447887.
Download the official 2024 Form 5500 (PDF) for LOGO Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LOGO Brands, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL NVESTMENT SVCS | — | MILWAUKEE, WI | BROKER/ADVISER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $632K | 13.6% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $539K | 11.6% | |
| Janus Henderson Balanced Fund – Class N | Mutual Funds | — | — | $463K | 10.0% | |
| Pacific Investment Commodity Real Return Strategy Fund – Management Company Institutional | Common Stocks | — | — | $378K | 8.1% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $305K | 6.6% | |
| Alliance Bernstein Large Cap Growth Fund, Inc. Class Z | Mutual Funds | — | — | $302K | 6.5% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $248K | 5.3% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $232K | 5.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $198K | 4.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $186K | 4.0% | |
| Massachusetts Financial Services Value Fund – R-6 | Other securities | — | — | $184K | 4.0% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $178K | 3.8% | |
| Massachusetts Financial Services Research International Fund – R-6 | Other securities | — | — | $132K | 2.8% | |
| Fixed annuities * Empower Investments Fixed Account | Other securities | — | — | $112K | 2.4% | |
| Allspring Special Mid Cap Value Fund Class R-6 | Other securities | — | — | $110K | 2.4% | |
| Pacific Investment Management Company High Yield Fund – R-6 | Common Stocks | — | — | $84K | 1.8% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $83K | 1.8% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $61K | 1.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $59K | 1.3% | |
| Pacific Investment Management Company Total Return Bond Fund – R-6 | Common Stocks | — | — | $52K | 1.1% | |
| Janus Henderson Triton Fund – Class N | Mutual Funds | — | — | $28K | 0.6% | |
| maturities through 2029; secured by participants' account balances -0- | Other securities | — | — | $23K | 0.5% | |
| Janus Henderson Enterprise Fund – Class N | Mutual Funds | — | — | $23K | 0.5% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $22K | 0.5% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund – Class R-6 | Other securities | — | — | $10K | 0.2% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds U.S. Government Securities Fund Class R-6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACUFF & ASSOCIATES INC | — | BRENTWOOD, TN | CONTRACT ADMIN | $4K | — |
