Julie Meredith signed Logic 20/20 Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Logic 20/20 Inc.'s EIN is 20-4309994.
Download the official 2024 Form 5500 (PDF) for Logic 20/20 Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Logic 20/20 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 |
|---|---|---|---|---|---|
| USI ADVISORS, INC | 06-1397347 | GLASTONBURY, CT | NONE | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC | 06-1053228 | GLASTONBURY, CT | NONE | $19K | — |
| CHARLES SCHWAB TRUST BANK |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $5K |
| — |
| CHARLES SCHWAB & CO INC | 94-1737782 | — | NONE | $0 | — |
