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Original filing (PDF)20251008141321NAL0013606402001
LOGRHYTHM, INC.
Form 5500
FILING_RECEIVED
LOGRHYTHM, INC. 401(K) PLAN
401(k) retirement plan
Active participants
218
Accounts w/ balance
500
Plan assets (EOY)
$41.2M
Net assets (EOY)
$41.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
- 41 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 LOGRHYTHM, INC..
Plan sponsor
Name
LOGRHYTHM, INC.
EIN
72-1554716
Address
385 INTERLOCKEN CRESCENT SUITE 1050 · BROOMFIELD, CO · 80021
Phone
(720) 881-5400
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KURTZ FARGO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $106K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $61K | — |
Investments
25 direct securities · 1 pooled fund· $41.2M(100% 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.
Uncategorized
$40.5M
25 holdings
Common Collective Trust
$739K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl Mutual Fund | — | — | — | $7.9M | 19.2% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $5.8M | 14.0% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $5.0M | 12.2% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $3.4M | 8.3% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $3.2M | 7.8% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $3.2M | 7.7% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $2.6M | 6.4% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $1.5M | 3.7% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $1.4M | 3.3% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund | — | — | — | $970K | 2.4% | |
| Vanguard Extended Market Idx Adm Mutual Fund | — | — | — | $765K | 1.9% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $739K | 1.8% | |
| Pioneer Fundamental Growth K Mutual Fund | — | — | — | $670K | 1.6% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | — | — | — | $634K | 1.5% | |
| Capital Preservation Account Guaranteed Investment Contract | — | — | — | $604K | 1.5% | |
| MassMutual Mid Cap Growth I Mutual Fund | — | — | — | $437K | 1.1% | |
| Victory Sycamore Established Value R6 Mutual Fund | — | — | — | $421K | 1.0% | |
| Janus Henderson Triton N Mutual Fund | — | — | — | $344K | 0.8% | |
| PGIM Total Return Bond R6 Mutual Fund | — | — | — | $340K | 0.8% | |
| with maturity dates ranging from * Participant Notes Receivable 2025 to 2045 | — | — | — | $321K | 0.8% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $235K | 0.6% | |
| party interest, collateral, par, or maturity American Century Small Cap Value R6 Mutual Fund | — | — | — | $224K | 0.5% | |
| ClearBridge International Growth IS Mutual Fund | — | — | — | $200K | 0.5% | |
| Fidelity Emerging Markets K Mutual Fund | — | — | — | $153K | 0.4% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $97K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund Mutual Fund | — | — | — | $36K | <0.1% |
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