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Original filing (PDF)20250725231051NAL0016031010005
LOGROCKET, INC.
Form 5500
FILING_RECEIVED
LOGROCKET, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
38% in single holding
Active participants
107
Accounts w/ balance
120
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Index Fund Mutual Fund" is 38% of plan.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOGROCKET, INC..
Plan sponsor
Name
LOGROCKET, INC.
EIN
47-4800072
Address
87 SUMMER STREET · BOSTON, MA · 02110
Phone
(781) 325-6012
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $5K | — |
Investments
19 direct securities· $7.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Index Fund Mutual Fund | — | — | — | $2.7M | 37.3% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $1.2M | 15.8% | |
| Vanguard Index 500 Fund Mutual Fund | — | — | — | $1.0M | 14.0% | |
| Investments Vanguard Bond Index Fund Mutual Fund | — | — | — | $749K | 10.3% | |
| Vanguard Emerging Markets Stock Fund Mutual Fund | — | — | — | $575K | 7.9% | |
| Vanguard Specialized Dividend REIT Index Fund Mutual Fund | — | — | — | $267K | 3.7% | |
| Vanguard Total International Bond Index Fund Mutual Fund | — | — | — | $232K | 3.2% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $190K | 2.6% | |
| Vanguard Total Institutional Stock Index Fund Mutual Fund | — | — | — | $95K | 1.3% | |
| Vanguard Information Technology Fund Mutual Fund | — | — | — | $58K | 0.8% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $42K | 0.6% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $32K | 0.4% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $21K | 0.3% | |
| Vanguard Health Care Index Fund Mutual Fund | — | — | — | $13K | 0.2% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | — | — | — | $11K | 0.2% | |
| Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $10K | 0.1% | |
| Vanguard Reserve Federal Money Market Fund Money Market Mutual Fund 537 Vanguard Specialized Dividend Appreciation Index Fund Mutual Fund | — | — | — | $9K | 0.1% | |
| Vanguard Short-Term Inflation Protected Securities Index Fund Mutual Fund | — | — | — | $7K | 0.1% | |
| Vanguard Mid Cap Growth Index Fund Mutual Fund | — | — | — | $5K | <0.1% |