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Original filing (PDF)20251006114309NAL0002030579001
LOGICMONITOR, INC.
Form 5500
FILING_RECEIVED
LOGICMONITOR 401(K) PLAN
401(k) retirement plan
Active participants
550
Accounts w/ balance
727
Plan assets (EOY)
$39.5M
Net assets (EOY)
$39.5M
How this plan invests
This plan
12 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOGICMONITOR, INC..
Plan sponsor
Name
LOGICMONITOR, INC.
EIN
45-1344638
Address
820 STATE STREET · SANTA BARBARA, CA · 93101
Phone
(512) 856-4882
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
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HUTCHINSON AND BLOODGOOD LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $143K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
17 direct securities · 12 pooled funds· $39.0M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$25.8M
12 holdings
Uncategorized
$13.3M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Registered Investment Company | — | — | — | $6.3M | 15.9% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $6.1M | 15.5% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $5.4M | 13.6% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $3.8M | 9.6% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $3.4M | 8.5% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $3.0M | 7.5% | |
| FID CONTRAFUND K6 Registered Investment Company | — | — | — | $2.6M | 6.5% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $1.7M | 4.2% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $1.6M | 4.1% | |
| FID INTL INDEX Registered Investment Company | — | — | — | $863K | 2.2% | |
| FID MID CAP IDX Registered Investment Company | — | — | — | $833K | 2.1% | |
| FID SM CAP IDX Guaranteed Investment Contract | — | — | — | $462K | 1.2% | |
| FID US BOND IDX Registered Investment Company | — | — | — | $448K | 1.1% | |
| FID GOVT MMKT Registered Investment Company | — | — | — | $442K | 1.1% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $379K | 1.0% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $313K | 0.8% | |
| PIF EQUITY INC INST Registered Investment Company | — | — | — | $308K | 0.8% | |
| INVS DEVELOP MKT R6 Registered Investment Company | — | — | — | $214K | 0.5% | |
| MM MID CAP GRTH I Registered Investment Company | — | — | — | $184K | 0.5% | |
| ABF SM CAP VAL R5 Registered Investment Company | — | — | — | $168K | 0.4% | |
| AF EUROPAC GROWTH R6 Registered Investment Company | — | — | — | $161K | 0.4% | |
| JH TRITON N Registered Investment Company | — | — | — | $131K | 0.3% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $123K | 0.3% | |
| JH DSCPL VAL MDCP R6 Registered Investment Company | — | — | — | $119K | 0.3% | |
| PIMCO INCOME INST Registered Investment Company | — | — | — | $82K | 0.2% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $15K | <0.1% | |
| FID ST BOND IDX Registered Investment Company | — | — | — | $14K | <0.1% | |
| PIM ALL ASSET INST Registered Investment Company | — | — | — | $4K | <0.1% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $0 | <0.1% |
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