How big is Logic Wealth Strategies, LLC's plan?

Logic Wealth Strategies, LLC's plan reported $563K in assets and 5 participants for 2024.

Original filing (PDF)20250722200314NAL0007092530001

Logic Wealth Strategies, LLC

Name: Logic Wealth Strategies, LLC — Logic Wealth, Form 5500 (2024)
Creator: Logic Wealth Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Logic Wealth Strategies, LLC 401(k) Plan

401(k) retirement plan · Logic Wealth Strategies, LLC's Logic Wealth Strategies, LLC 401(k) Plan held $563K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$563K

Net assets (EOY)

$563K

Plan identifiers

Logic Wealth Strategies, LLC's EIN is 26-4374193.

EIN 26-4374193

Plan number 001

Plan year 2024

ACK ID 20250722200314NAL0007092530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Logic Wealth Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Logic Wealth Strategies, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOGIC WEALTH STRATEGIES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score