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Original filing (PDF)20251013092929NAL0000421651001
LOGICAL SYSTEMS, LLC
Form 5500
FILING_RECEIVED
LOGICAL SYSTEMS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
304
Accounts w/ balance
341
Plan assets (EOY)
$73.6M
Net assets (EOY)
$73.6M
How this plan invests
This plan
35 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.
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOGICAL SYSTEMS, LLC.
Plan sponsor
Name
LOGICAL SYSTEMS, LLC
EIN
27-3019707
Address
2756 APPLING CENTER COVE · MEMPHIS, TN · 38133
Phone
(901) 377-5574
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JONES AND TUGGLE, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | NONE | $995 | — |
Investments
35 direct securities· $73.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANDGUARD 500 INDEX FUND-ADMIRAL | — | — | — | $13.2M | 17.9% | |
| MFS GROWTH-R6 | — | — | — | $7.1M | 9.7% | |
| AMERICAN FUNDS WASHINGTON MUTUAL -R6 | — | — | — | $6.8M | 9.3% | |
| AMERICAN FUNDS INVMT CO OF AMERICA R6 | — | — | — | $6.5M | 8.8% | |
| AMERICAN FUNDS 2055 TARGET DATE-R6 | — | — | — | $4.3M | 5.8% | |
| AMERICAN FUNDS 2035 TARGET DATE-R6 | — | — | — | $3.7M | 5.0% | |
| AMERICAN FUNDS U.S. GOVERNMENT MONEY MARKET- R6 | — | — | — | $3.5M | 4.7% | |
| AMERICAN FUNDS 2030 TARGET DATE-R6 | — | — | — | $3.3M | 4.4% | |
| AMERICAN FUNDS AMERICAN BALANCED FUND-R6 | — | — | — | $3.1M | 4.2% | |
| AMERICAN FUNDS 2050 TARGET DATE-R6 | — | — | — | $2.4M | 3.2% | |
| AMERICAN FUNDS 2025 TARGET DATE-R6 | — | — | — | $2.1M | 2.9% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | — | — | — | $2.1M | 2.9% | |
| AMERICAN FUNDS U.S. GOVERNMENT SECURITIES FUND-R6 | — | — | — | $1.8M | 2.4% | |
| AMERICAN FUNDS 2060 TARGET DATE-R6 | — | — | — | $1.6M | 2.2% | |
| CLEAR BRIDGE INTERNATIONAL GROWTH IS | — | — | — | $1.5M | 2.0% | |
| AMERICAN FUNDS 2045 TARGET DATE-R6 | — | — | — | $1.4M | 2.0% | |
| AMERICAN FUNDS SMALLCAP WORLD-R6 | — | — | — | $1.4M | 1.9% | |
| AMERICAN FUNDS BOND FUND OF AMERICA-R6 | — | — | — | $1.3M | 1.8% | |
| AMERICAN FUNDS CAPITAL INCOME BUILDER-R6 | — | — | — | $1.1M | 1.6% | |
| AMERICAN FUNDS 2040 TARGET DATE-R6 | — | — | — | $885K | 1.2% | |
| AMERICAN FUNDS CAPITAL WORLD BOND FUND-R6 | — | — | — | $726K | 1.0% | |
| VANDGUARD SMALLCAP INDEX FUND-ADMIRAL | — | — | — | $696K | 0.9% | |
| AMERICAN FUNDS 2020 TARGET DATE-R6 | — | — | — | $627K | 0.9% | |
| AMERICAN FUNDS NEW WORLD-R6 | — | — | — | $561K | 0.8% | |
| VANGUARD MIDCAP INDEX-ADMIRAL | — | — | — | $496K | 0.7% | |
| AMERICAN FUNDS 2065 TARGET DATE-R6 | — | — | — | $334K | 0.5% | |
| AMERICAN FUNDS 2015 TARGET DATE-R6 | — | — | — | $250K | 0.3% | |
| COLUMBIA OVERSEAS VALUE INSTL 3 | — | — | — | $191K | 0.3% | |
| PIMCO INCOME INSTL | — | — | — | $154K | 0.2% | |
| LOAN 50 | — | — | — | $154K | 0.2% | |
| AMERICAN FUNDS INTERNATIONAL GR & INC R6 | — | — | — | $133K | 0.2% | |
| Forfeitures | — | — | — | $51K | <0.1% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL | — | — | — | $42K | <0.1% | |
| AMERICAN FUNDS 2010 TARGET DATE-R6 | — | — | — | $35K | <0.1% | |
| AMERICAN FUNDS 2070 TARGET DATE-R6 | — | — | — | $38 | <0.1% |