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Original filing (PDF)20250916042229NAL0001670593001
LOGICSOURCE, INC.
Form 5500
FILING_RECEIVED
LOGICSOURCE INC 401(K) PSP & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
332
Accounts w/ balance
526
Plan assets (EOY)
$27.0M
Net assets (EOY)
$27.0M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOGICSOURCE, INC..
Plan sponsor
Name
LOGICSOURCE, INC.
EIN
27-0630752
Address
44 MAIN STREET · 2ND FLOOR · WESTPORT, CT · 06880
Phone
(203) 354-7766
Industry
Professional & Technical Servicessee 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
2025-09-16
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $45K | — |
| MJP WEALTH ADVISORS | 06-1038339 | — | NONE | $36K | — |
Investments
36 direct securities · 1 pooled fund· $26.8M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$26.6M
36 holdings
Common Collective Trust
$286K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.9M | 10.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.9M | 10.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.5M | 9.4% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $2.5M | 9.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.1M | 7.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.0M | 7.5% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $2.0M | 7.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.7M | 6.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $831K | 3.1% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $672K | 2.5% | |
| Fidelity Total Market Index Fund Fidelity 0 | — | — | — | $644K | 2.4% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $526K | 1.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $493K | 1.8% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $491K | 1.8% | |
| Fidelity Multi-Asset Index Fund Fidelity 0 | — | — | — | $471K | 1.7% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $426K | 1.6% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $407K | 1.5% | |
| American Century Small Cap Gr R6 American Century 0 | — | — | — | $373K | 1.4% | |
| MFS International Growth R6 MFS 0 | — | — | — | $345K | 1.3% | |
| DFA U.S. Small Cap Portfolio I DFA 0 | — | — | — | $297K | 1.1% | |
| BNYM INSIGHT STABLE VALUE M BNY MELLON · EIN 11-3152987 / PN 561 | Common Collective Trust | — | — | $286K | 1.1% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $260K | 1.0% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $233K | 0.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $214K | 0.8% | |
| DFA International Value Portfolio I DFA 0 | — | — | — | $212K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $188K | 0.7% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $163K | 0.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $157K | 0.6% | |
| DFA Inflation-Protected Sec Port I DFA 0 | — | — | — | $126K | 0.5% | |
| WCM Intl Small Cap Growth Instl WCM 0 | — | — | — | $120K | 0.4% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $107K | 0.4% | |
| Vanguard Target Retirement 2070 Fund WCM 0 | — | — | — | $92K | 0.3% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $72K | 0.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $21K | <0.1% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $15K | <0.1% | |
| DFA U.S. Vector Equity Instl DFA 0 | — | — | — | $12K | <0.1% | |
| T. Rowe Price Global Multi-Sect I T. Rowe Price 0 | — | — | — | $3K | <0.1% |
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